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 | $44,987 | $109,817-59.0% | $98,442-54.3% | $167,490-73.1% |
| Participation rate | 73.7% | 75.8%-2.1pp | 73.3%+0.3pp | 82.1%-8.4pp |
| Annual return | 12.52% | 1956.69%-1944.2pp | 1492.73%-1480.2pp | 478.56%-466.0pp |
| Employer contribution / active EE | $1,187 | $3,224-63.2% | $2,960-59.9% | $4,837-75.5% |
| Participant deferral / active EE | $4,118 | $4,673-11.9% | $4,276-3.7% | $6,341-35.1% |
| Admin fee / account holder | $7,383 | $6,753+9.3% | $5,949+24.1% | $12,309-40.0% |