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 | $59,241 | $109,817-46.1% | $98,442-39.8% | $167,490-64.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 15.32% | 1956.69%-1941.4pp | 1492.73%-1477.4pp | 478.56%-463.2pp |
| Employer contribution / active EE | $1,795 | $3,224-44.3% | $2,960-39.4% | $4,837-62.9% |
| Participant deferral / active EE | $2,713 | $4,673-42.0% | $4,276-36.6% | $6,341-57.2% |
| Admin fee / account holder | $4,559 | $6,753-32.5% | $5,949-23.4% | $12,309-63.0% |