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 | $53,625 | $105,181-49.0% | $159,436-66.4% | $85,850-37.5% |
| Participation rate | 93.5% | 75.8%+17.7pp | 82.8%+10.7pp | 69.3%+24.2pp |
| Annual return | 15.94% | 45.07%-29.1pp | 263.57%-247.6pp | 318.53%-302.6pp |
| Employer contribution / active EE | $2,070 | $3,318-37.6% | $4,829-57.1% | $2,565-19.3% |
| Participant deferral / active EE | $3,792 | $5,945-36.2% | $7,352-48.4% | $3,952-4.0% |
| Admin fee / account holder | $7,137 | $6,933+2.9% | $10,799-33.9% | $6,260+14.0% |