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 | $50,571 | $70,606-28.4% | $53,898-6.2% | $142,382-64.5% |
| Participation rate | 94.4% | 63.7%+30.7pp | 55.0%+39.5pp | 80.1%+14.3pp |
| Annual return | 15.74% | 619.81%-604.1pp | 528.60%-512.9pp | 217.08%-201.3pp |
| Employer contribution / active EE | $1,264 | $1,202+5.2% | $932+35.6% | $4,299-70.6% |
| Participant deferral / active EE | $3,767 | $2,364+59.3% | $1,826+106.3% | $6,507-42.1% |
| Admin fee / account holder | $2,080 | $2,852-27.1% | $2,491-16.5% | $12,624-83.5% |