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 | $58,142 | $70,606-17.7% | $53,898+7.9% | $142,382-59.2% |
| Participation rate | 80.0% | 63.7%+16.3pp | 55.0%+25.0pp | 80.1%-0.1pp |
| Annual return | 17.27% | 619.81%-602.5pp | 528.60%-511.3pp | 217.08%-199.8pp |
| Employer contribution / active EE | $1,855 | $1,202+54.3% | $932+99.0% | $4,299-56.9% |
| Participant deferral / active EE | $5,230 | $2,364+121.2% | $1,826+186.4% | $6,507-19.6% |
| Admin fee / account holder | $2,869 | $2,852+0.6% | $2,491+15.2% | $12,624-77.3% |