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 | $62,573 | $96,635-35.2% | $86,612-27.8% | $139,434-55.1% |
| Participation rate | 86.7% | 74.4%+12.3pp | 71.7%+15.0pp | 80.3%+6.3pp |
| Annual return | 17.72% | 106.41%-88.7pp | 591.07%-573.3pp | 372.94%-355.2pp |
| Employer contribution / active EE | $3,165 | $3,263-3.0% | $3,022+4.7% | $4,751-33.4% |
| Participant deferral / active EE | $2,103 | $4,836-56.5% | $4,438-52.6% | $6,710-68.7% |
| Admin fee / account holder | $17,951 | $6,408+180.1% | $5,614+219.7% | $11,403+57.4% |