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 | $48,273 | $83,902-42.5% | $167,512-71.2% | $84,808-43.1% |
| Participation rate | 85.2% | 66.5%+18.8pp | 77.1%+8.2pp | 68.3%+16.9pp |
| Annual return | 14.07% | 91.55%-77.5pp | 1615.79%-1601.7pp | 40.90%-26.8pp |
| Employer contribution / active EE | $586 | $2,264-74.1% | $3,882-84.9% | $2,631-77.7% |
| Participant deferral / active EE | $3,402 | $4,442-23.4% | $6,405-46.9% | $4,212-19.2% |
| Admin fee / account holder | $1,981 | $7,915-75.0% | $9,769-79.7% | $7,344-73.0% |