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 | $225,295 | $99,640+126.1% | $86,436+160.7% | $134,475+67.5% |
| Participation rate | 90.0% | 82.0%+8.0pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | 2.03% | 6782.58%-6780.6pp | 4394.89%-4392.9pp | 417.96%-415.9pp |
| Employer contribution / active EE | $670 | $4,400-84.8% | $3,769-82.2% | $4,740-85.9% |
| Participant deferral / active EE | $8,529 | $7,246+17.7% | $6,952+22.7% | $6,400+33.3% |
| Admin fee / account holder | $26,914 | $8,371+221.5% | $6,731+299.8% | $11,426+135.6% |