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 | $45,678 | $58,927-22.5% | $76,817-40.5% | $72,985-37.4% |
| Participation rate | 100.0% | 67.3%+32.7pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 18.89% | 2305.64%-2286.8pp | 1166.11%-1147.2pp | 81.00%-62.1pp |
| Employer contribution / active EE | $3,102 | $1,787+73.6% | $2,302+34.8% | $2,440+27.1% |
| Participant deferral / active EE | $1,895 | $2,690-29.6% | $3,336-43.2% | $3,607-47.5% |
| Admin fee / account holder | $2,762 | $4,013-31.2% | $6,420-57.0% | $5,124-46.1% |