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 | $38,132 | $88,751-57.0% | $81,812-53.4% | $145,922-73.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 9.85% | 1025.40%-1015.6pp | 773.79%-763.9pp | 561.29%-551.4pp |
| Employer contribution / active EE | $2,348 | $3,083-23.9% | $2,912-19.4% | $4,660-49.6% |
| Participant deferral / active EE | $3,417 | $4,643-26.4% | $4,319-20.9% | $6,688-48.9% |
| Admin fee / account holder | $2,903 | $8,415-65.5% | $7,386-60.7% | $13,397-78.3% |