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 | $50,905 | $109,817-53.6% | $98,442-48.3% | $167,490-69.6% |
| Participation rate | 79.2% | 75.8%+3.3pp | 73.3%+5.8pp | 82.1%-2.9pp |
| Annual return | 12.57% | 1956.69%-1944.1pp | 1492.73%-1480.2pp | 478.56%-466.0pp |
| Employer contribution / active EE | $1,687 | $3,224-47.7% | $2,960-43.0% | $4,837-65.1% |
| Participant deferral / active EE | $2,663 | $4,673-43.0% | $4,276-37.7% | $6,341-58.0% |
| Admin fee / account holder | $1,284 | $6,753-81.0% | $5,949-78.4% | $12,309-89.6% |