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 | $57,680 | $176,662-67.4% | $130,648-55.9% | $152,861-62.3% |
| Participation rate | 92.9% | 79.0%+13.9pp | 71.7%+21.1pp | 82.4%+10.4pp |
| Annual return | 23.82% | 2692.24%-2668.4pp | 1708.96%-1685.1pp | 345.32%-321.5pp |
| Employer contribution / active EE | $3,487 | $5,742-39.3% | $4,092-14.8% | $4,762-26.8% |
| Participant deferral / active EE | $3,579 | $4,361-17.9% | $3,603-0.7% | $5,850-38.8% |
| Admin fee / account holder | $4,499 | $7,133-36.9% | $5,464-17.7% | $11,596-61.2% |