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 6-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 | $57,328 | $48,795+17.5% | $65,493-12.5% | $84,808-32.4% |
| Participation rate | 88.9% | 67.0%+21.9pp | 73.1%+15.8pp | 68.3%+20.6pp |
| Annual return | 18.66% | 20.20%-1.5pp | 982.45%-963.8pp | 40.90%-22.2pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $13,256 | $2,928+352.6% | $3,961+234.6% | $4,212+214.7% |
| Admin fee / account holder | $8,101 | $3,877+108.9% | $5,028+61.1% | $7,344+10.3% |