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 | $69,154 | $109,881-37.1% | $150,045-53.9% | $84,808-18.5% |
| Participation rate | 98.0% | 76.1%+21.9pp | 82.3%+15.6pp | 68.3%+29.6pp |
| Annual return | 368.88% | 28.25%+340.6pp | 62.55%+306.3pp | 40.90%+328.0pp |
| Employer contribution / active EE | $1,297 | $3,561-63.6% | $4,693-72.4% | $2,631-50.7% |
| Participant deferral / active EE | $0 | $6,636-100.0% | $7,997-100.0% | $4,212-100.0% |
| Admin fee / account holder | $699 | $8,568-91.8% | $13,435-94.8% | $7,344-90.5% |