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 | $54,069 | $114,047-52.6% | $96,139-43.8% | $167,490-67.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 11.77% | 189.88%-178.1pp | 191.94%-180.2pp | 478.56%-466.8pp |
| Employer contribution / active EE | $4,929 | $3,427+43.8% | $2,797+76.2% | $4,837+1.9% |
| Participant deferral / active EE | $4,710 | $5,194-9.3% | $4,349+8.3% | $6,341-25.7% |
| Admin fee / account holder | $2,130 | $6,897-69.1% | $5,537-61.5% | $12,309-82.7% |