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 | $53,106 | $108,642-51.1% | $74,701-28.9% | $152,861-65.3% |
| Participation rate | 90.0% | 65.3%+24.7pp | 54.5%+35.5pp | 82.4%+7.6pp |
| Annual return | 40.91% | 114.06%-73.2pp | 752.92%-712.0pp | 345.32%-304.4pp |
| Employer contribution / active EE | $2,712 | $1,503+80.5% | $1,084+150.3% | $4,762-43.1% |
| Participant deferral / active EE | $8,533 | $2,712+214.6% | $1,964+334.6% | $5,850+45.9% |
| Admin fee / account holder | $383 | $4,902-92.2% | $3,333-88.5% | $11,596-96.7% |