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 | $62,506 | $76,738-18.5% | $56,411+10.8% | $145,922-57.2% |
| Participation rate | 85.7% | 63.2%+22.5pp | 52.5%+33.2pp | 80.3%+5.4pp |
| Annual return | 14.15% | 2994.23%-2980.1pp | 1701.33%-1687.2pp | 561.29%-547.1pp |
| Employer contribution / active EE | $2,915 | $1,380+111.3% | $1,039+180.7% | $4,660-37.4% |
| Participant deferral / active EE | $3,225 | $2,623+23.0% | $1,952+65.2% | $6,688-51.8% |
| Admin fee / account holder | $1,121 | $3,334-66.4% | $2,829-60.4% | $13,397-91.6% |