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 | $68,485 | $70,606-3.0% | $53,898+27.1% | $142,382-51.9% |
| Participation rate | 70.0% | 63.7%+6.3pp | 55.0%+15.0pp | 80.1%-10.1pp |
| Annual return | 14.10% | 619.81%-605.7pp | 528.60%-514.5pp | 217.08%-203.0pp |
| Employer contribution / active EE | $1,985 | $1,202+65.1% | $932+113.0% | $4,299-53.8% |
| Participant deferral / active EE | $6,280 | $2,364+165.6% | $1,826+243.8% | $6,507-3.5% |
| Admin fee / account holder | $2,285 | $2,852-19.9% | $2,491-8.3% | $12,624-81.9% |