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 | $41,876 | $99,020-57.7% | $86,590-51.6% | $147,584-71.6% |
| Participation rate | 90.0% | 76.3%+13.7pp | 73.5%+16.5pp | 82.8%+7.2pp |
| Annual return | 15.06% | 1312.34%-1297.3pp | 964.84%-949.8pp | 578.55%-563.5pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,348 | $3,972+9.5% | $3,609+20.5% | $5,439-20.1% |
| Admin fee / account holder | $1,488 | $5,710-74.0% | $4,906-69.7% | $10,885-86.3% |