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 | $56,814 | $99,020-42.6% | $86,590-34.4% | $147,584-61.5% |
| Participation rate | 81.8% | 76.3%+5.5pp | 73.5%+8.3pp | 82.8%-1.0pp |
| Annual return | 19.34% | 1312.34%-1293.0pp | 964.84%-945.5pp | 578.55%-559.2pp |
| Employer contribution / active EE | $7,536 | $3,132+140.6% | $2,839+165.4% | $4,876+54.5% |
| Participant deferral / active EE | $6,812 | $3,972+71.5% | $3,609+88.8% | $5,439+25.3% |
| Admin fee / account holder | $3,976 | $5,710-30.4% | $4,906-18.9% | $10,885-63.5% |