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 | $47,454 | $100,852-52.9% | $90,404-47.5% | $158,922-70.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 6.49% | 1724.20%-1717.7pp | 1293.02%-1286.5pp | 302.83%-296.3pp |
| Employer contribution / active EE | $2,490 | $3,689-32.5% | $3,262-23.7% | $4,761-47.7% |
| Participant deferral / active EE | $6,215 | $4,348+42.9% | $3,963+56.8% | $5,982+3.9% |
| Admin fee / account holder | $3,739 | $6,501-42.5% | $5,611-33.4% | $11,246-66.8% |