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 | $62,904 | $30,400+106.9% | $53,898+16.7% | $84,808-25.8% |
| Participation rate | 100.0% | 46.4%+53.6pp | 55.0%+45.0pp | 68.3%+31.7pp |
| Annual return | 15.68% | 500.19%-484.5pp | 528.60%-512.9pp | 40.90%-25.2pp |
| Employer contribution / active EE | $3,133 | $603+419.9% | $932+236.2% | $2,631+19.1% |
| Participant deferral / active EE | $4,384 | $1,199+265.8% | $1,826+140.1% | $4,212+4.1% |
| Admin fee / account holder | $4,939 | $1,993+147.8% | $2,491+98.3% | $7,344-32.7% |