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 | $55,732 | $109,817-49.2% | $98,442-43.4% | $167,490-66.7% |
| Participation rate | 80.0% | 75.8%+4.2pp | 73.3%+6.7pp | 82.1%-2.1pp |
| Annual return | 15.48% | 1956.69%-1941.2pp | 1492.73%-1477.2pp | 478.56%-463.1pp |
| Employer contribution / active EE | $1,924 | $3,224-40.3% | $2,960-35.0% | $4,837-60.2% |
| Participant deferral / active EE | $4,368 | $4,673-6.5% | $4,276+2.1% | $6,341-31.1% |
| Admin fee / account holder | $16,432 | $6,753+143.3% | $5,949+176.2% | $12,309+33.5% |