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 | $57,002 | $100,852-43.5% | $90,404-36.9% | $158,922-64.1% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.7%+10.7pp | 82.0%+1.4pp |
| Annual return | 37.15% | 1724.20%-1687.1pp | 1293.02%-1255.9pp | 302.83%-265.7pp |
| Employer contribution / active EE | $223 | $3,689-93.9% | $3,262-93.2% | $4,761-95.3% |
| Participant deferral / active EE | $1,264 | $4,348-70.9% | $3,963-68.1% | $5,982-78.9% |
| Admin fee / account holder | $8,343 | $6,501+28.3% | $5,611+48.7% | $11,246-25.8% |