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 | $57,731 | $108,642-46.9% | $74,701-22.7% | $152,861-62.2% |
| Participation rate | 95.8% | 65.3%+30.5pp | 54.5%+41.4pp | 82.4%+13.4pp |
| Annual return | 22.01% | 114.06%-92.1pp | 752.92%-730.9pp | 345.32%-323.3pp |
| Employer contribution / active EE | $1,110 | $1,503-26.1% | $1,084+2.4% | $4,762-76.7% |
| Participant deferral / active EE | $1,936 | $2,712-28.6% | $1,964-1.4% | $5,850-66.9% |
| Admin fee / account holder | $932 | $4,902-81.0% | $3,333-72.0% | $11,596-92.0% |