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 | $45,690 | $105,998-56.9% | $92,233-50.5% | $147,584-69.0% |
| Participation rate | 95.5% | 80.4%+15.0pp | 76.5%+19.0pp | 82.8%+12.6pp |
| Annual return | 14.62% | 50.05%-35.4pp | 176.28%-161.7pp | 578.55%-563.9pp |
| Employer contribution / active EE | $2,273 | $4,333-47.5% | $3,679-38.2% | $4,876-53.4% |
| Participant deferral / active EE | $2,385 | $4,478-46.7% | $3,897-38.8% | $5,439-56.1% |
| Admin fee / account holder | $5,598 | $6,332-11.6% | $5,194+7.8% | $10,885-48.6% |