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 | $51,497 | $100,852-48.9% | $90,404-43.0% | $158,922-67.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 12.95% | 1724.20%-1711.3pp | 1293.02%-1280.1pp | 302.83%-289.9pp |
| Employer contribution / active EE | $6,442 | $3,689+74.7% | $3,262+97.5% | $4,761+35.3% |
| Participant deferral / active EE | $10,701 | $4,348+146.1% | $3,963+170.0% | $5,982+78.9% |
| Admin fee / account holder | $6,417 | $6,501-1.3% | $5,611+14.4% | $11,246-42.9% |