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 | $55,903 | $70,756-21.0% | $65,493-14.6% | $142,382-60.7% |
| Participation rate | 95.0% | 77.4%+17.6pp | 73.1%+21.9pp | 80.1%+14.9pp |
| Annual return | 18.61% | 1754.89%-1736.3pp | 982.45%-963.8pp | 217.08%-198.5pp |
| Employer contribution / active EE | $244 | $2,881-91.5% | $2,574-90.5% | $4,299-94.3% |
| Participant deferral / active EE | $9,494 | $4,637+104.7% | $3,961+139.7% | $6,507+45.9% |
| Admin fee / account holder | $5,505 | $6,559-16.1% | $5,028+9.5% | $12,624-56.4% |