See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,903 | $49,173-2.6% | $121,098-60.4% | $75,163-36.3% |
| Participation rate | 70.6% | 55.4%+15.2pp | 69.5%+1.1pp | 67.2%+3.4pp |
| Annual return | 19.44% | 55.99%-36.6pp | 985.75%-966.3pp | 160.62%-141.2pp |
| Employer contribution / active EE | $0 | $1,546-100.0% | $4,164-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,347 | $2,628+27.4% | $4,080-18.0% | $4,125-18.9% |
| Admin fee / account holder | $4,584 | $3,942+16.3% | $5,644-18.8% | $5,651-18.9% |