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 | $55,305 | $65,409-15.4% | $98,442-43.8% | $85,850-35.6% |
| Participation rate | 83.8% | 65.0%+18.8pp | 73.3%+10.4pp | 69.3%+14.5pp |
| Annual return | 18.27% | 21.76%-3.5pp | 1492.73%-1474.5pp | 318.53%-300.3pp |
| Employer contribution / active EE | $943 | $2,168-56.5% | $2,960-68.1% | $2,565-63.2% |
| Participant deferral / active EE | $2,229 | $3,166-29.6% | $4,276-47.9% | $3,952-43.6% |
| Admin fee / account holder | $457 | $4,593-90.0% | $5,949-92.3% | $6,260-92.7% |