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 | $65,248 | $73,515-11.2% | $62,995+3.6% | $147,584-55.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 14.60% | 175.43%-160.8pp | 87.57%-73.0pp | 578.55%-563.9pp |
| Employer contribution / active EE | $800 | $3,320-75.9% | $2,759-71.0% | $4,876-83.6% |
| Participant deferral / active EE | $2,400 | $4,185-42.7% | $3,329-27.9% | $5,439-55.9% |
| Admin fee / account holder | $581 | $5,953-90.2% | $3,600-83.9% | $10,885-94.7% |