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 | $47,645 | $102,604-53.6% | $86,188-44.7% | $139,434-65.8% |
| Participation rate | 85.7% | 74.5%+11.2pp | 69.0%+16.8pp | 80.3%+5.4pp |
| Annual return | 13.89% | 1922.51%-1908.6pp | 1168.45%-1154.6pp | 372.94%-359.1pp |
| Employer contribution / active EE | $5,848 | $3,032+92.9% | $2,380+145.7% | $4,751+23.1% |
| Participant deferral / active EE | $5,154 | $4,676+10.2% | $3,985+29.3% | $6,710-23.2% |
| Admin fee / account holder | $322 | $8,657-96.3% | $6,852-95.3% | $11,403-97.2% |