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 3-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 | $26,872 | $24,730+8.7% | $66,042-59.3% | $84,808-68.3% |
| Participation rate | 73.5% | 68.1%+5.4pp | 67.5%+6.0pp | 68.3%+5.2pp |
| Annual return | 390.18% | 79.55%+310.6pp | 52.11%+338.1pp | 40.90%+349.3pp |
| Employer contribution / active EE | $656 | $857-23.4% | $1,579-58.4% | $2,631-75.1% |
| Participant deferral / active EE | $2,172 | $1,737+25.0% | $2,835-23.4% | $4,212-48.4% |
| Admin fee / account holder | $1,318 | $3,014-56.3% | $5,747-77.1% | $7,344-82.1% |