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 | $62,672 | $70,606-11.2% | $53,898+16.3% | $142,382-56.0% |
| Participation rate | 72.2% | 63.7%+8.5pp | 55.0%+17.3pp | 80.1%-7.9pp |
| Annual return | 17.21% | 619.81%-602.6pp | 528.60%-511.4pp | 217.08%-199.9pp |
| Employer contribution / active EE | $2,014 | $1,202+67.5% | $932+116.1% | $4,299-53.2% |
| Participant deferral / active EE | $3,657 | $2,364+54.7% | $1,826+100.2% | $6,507-43.8% |
| Admin fee / account holder | $6,048 | $2,852+112.1% | $2,491+142.8% | $12,624-52.1% |