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 | $62,299 | $96,635-35.5% | $86,612-28.1% | $139,434-55.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 18.63% | 106.41%-87.8pp | 591.07%-572.4pp | 372.94%-354.3pp |
| Employer contribution / active EE | $4,708 | $3,263+44.3% | $3,022+55.8% | $4,751-0.9% |
| Participant deferral / active EE | $3,080 | $4,836-36.3% | $4,438-30.6% | $6,710-54.1% |
| Admin fee / account holder | $14,099 | $6,408+120.0% | $5,614+151.1% | $11,403+23.7% |