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 6-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 | $57,746 | $70,756-18.4% | $65,493-11.8% | $142,382-59.4% |
| Participation rate | 87.5% | 77.4%+10.1pp | 73.1%+14.4pp | 80.1%+7.4pp |
| Annual return | 19.55% | 1754.89%-1735.3pp | 982.45%-962.9pp | 217.08%-197.5pp |
| Employer contribution / active EE | $3,729 | $2,881+29.5% | $2,574+44.9% | $4,299-13.3% |
| Participant deferral / active EE | $5,813 | $4,637+25.3% | $3,961+46.8% | $6,507-10.7% |
| Admin fee / account holder | $4,801 | $6,559-26.8% | $5,028-4.5% | $12,624-62.0% |