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 | $53,525 | $88,751-39.7% | $81,812-34.6% | $145,922-63.3% |
| Participation rate | 91.3% | 75.0%+16.3pp | 72.3%+19.0pp | 80.3%+11.0pp |
| Annual return | 17.19% | 1025.40%-1008.2pp | 773.79%-756.6pp | 561.29%-544.1pp |
| Employer contribution / active EE | $3,056 | $3,083-0.9% | $2,912+4.9% | $4,660-34.4% |
| Participant deferral / active EE | $5,157 | $4,643+11.1% | $4,319+19.4% | $6,688-22.9% |
| Admin fee / account holder | $7,860 | $8,415-6.6% | $7,386+6.4% | $13,397-41.3% |