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 8-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 | $45,314 | $102,317-55.7% | $146,958-69.2% | $80,856-44.0% |
| Participation rate | 87.2% | 75.8%+11.3pp | 82.2%+5.0pp | 67.6%+19.5pp |
| Annual return | 18.50% | 134.76%-116.3pp | 418.34%-399.8pp | 35.59%-17.1pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $11,608 | $6,644+74.7% | $8,070+43.8% | $4,296+170.2% |
| Admin fee / account holder | $2,221 | $7,941-72.0% | $12,998-82.9% | $6,918-67.9% |