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 | $50,411 | $90,320-44.2% | $59,496-15.3% | $125,391-59.8% |
| Participation rate | 80.0% | 68.3%+11.7pp | 54.6%+25.4pp | 83.2%-3.2pp |
| Annual return | 0.33% | 369.13%-368.8pp | 182.05%-181.7pp | 282.22%-281.9pp |
| Employer contribution / active EE | $0 | $1,792-100.0% | $1,153-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $6,176 | $2,716+127.4% | $1,829+237.6% | $5,352+15.4% |
| Admin fee / account holder | $2,500 | $3,063-18.4% | $2,232+12.0% | $9,540-73.8% |