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 | $42,165 | $70,587-40.3% | $124,672-66.2% | $85,850-50.9% |
| Participation rate | 90.0% | 64.4%+25.6pp | 74.6%+15.4pp | 69.3%+20.7pp |
| Annual return | 11.67% | 20688.83%-20677.2pp | 5142.93%-5131.3pp | 318.53%-306.9pp |
| Employer contribution / active EE | $812 | $1,913-57.5% | $3,324-75.6% | $2,565-68.3% |
| Participant deferral / active EE | $4,248 | $2,969+43.1% | $4,614-7.9% | $3,952+7.5% |
| Admin fee / account holder | $2,739 | $5,282-48.1% | $7,493-63.4% | $6,260-56.2% |