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 | $57,363 | $102,317-43.9% | $146,958-61.0% | $80,856-29.1% |
| Participation rate | 76.3% | 75.8%+0.5pp | 82.2%-5.8pp | 67.6%+8.7pp |
| Annual return | 20.53% | 134.76%-114.2pp | 418.34%-397.8pp | 35.59%-15.1pp |
| Employer contribution / active EE | $1,762 | $3,713-52.6% | $4,933-64.3% | $2,755-36.1% |
| Participant deferral / active EE | $4,417 | $6,644-33.5% | $8,070-45.3% | $4,296+2.8% |
| Admin fee / account holder | $1,085 | $7,941-86.3% | $12,998-91.7% | $6,918-84.3% |