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 | $56,564 | $85,766-34.0% | $136,294-58.5% | $70,131-19.3% |
| Participation rate | 94.7% | 74.2%+20.6pp | 81.9%+12.8pp | 69.5%+25.2pp |
| Annual return | 31.73% | 31.45%+0.3pp | 5155.94%-5124.2pp | 73.14%-41.4pp |
| Employer contribution / active EE | $533 | $2,966-82.0% | $4,695-88.7% | $2,342-77.3% |
| Participant deferral / active EE | $3,680 | $5,051-27.2% | $6,247-41.1% | $3,332+10.4% |
| Admin fee / account holder | $9,882 | $5,420+82.3% | $9,243+6.9% | $4,645+112.7% |