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 | $121,498 | $70,606+72.1% | $53,898+125.4% | $142,382-14.7% |
| Participation rate | 75.0% | 63.7%+11.3pp | 55.0%+20.0pp | 80.1%-5.1pp |
| Annual return | 15.35% | 619.81%-604.5pp | 528.60%-513.2pp | 217.08%-201.7pp |
| Employer contribution / active EE | $1,939 | $1,202+61.3% | $932+108.0% | $4,299-54.9% |
| Participant deferral / active EE | $8,543 | $2,364+261.4% | $1,826+367.8% | $6,507+31.3% |
| Admin fee / account holder | $998 | $2,852-65.0% | $2,491-59.9% | $12,624-92.1% |