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 | $54,000 | $76,738-29.6% | $56,411-4.3% | $145,922-63.0% |
| Participation rate | 85.0% | 63.2%+21.8pp | 52.5%+32.5pp | 80.3%+4.7pp |
| Annual return | 6.36% | 2994.23%-2987.9pp | 1701.33%-1695.0pp | 561.29%-554.9pp |
| Employer contribution / active EE | $115 | $1,380-91.7% | $1,039-88.9% | $4,660-97.5% |
| Participant deferral / active EE | $3,998 | $2,623+52.4% | $1,952+104.8% | $6,688-40.2% |
| Admin fee / account holder | $3,726 | $3,334+11.8% | $2,829+31.7% | $13,397-72.2% |