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 | $44,514 | $88,751-49.8% | $81,812-45.6% | $145,922-69.5% |
| Participation rate | 84.6% | 75.0%+9.6pp | 72.3%+12.3pp | 80.3%+4.3pp |
| Annual return | 11.66% | 1025.40%-1013.7pp | 773.79%-762.1pp | 561.29%-549.6pp |
| Employer contribution / active EE | $1,926 | $3,083-37.5% | $2,912-33.9% | $4,660-58.7% |
| Participant deferral / active EE | $5,316 | $4,643+14.5% | $4,319+23.1% | $6,688-20.5% |
| Admin fee / account holder | $3,888 | $8,415-53.8% | $7,386-47.4% | $13,397-71.0% |