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 | $121,615 | $60,124+102.3% | $90,404+34.5% | $79,858+52.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 27.46% | 71.94%-44.5pp | 1293.02%-1265.6pp | 31.71%-4.3pp |
| Employer contribution / active EE | $537 | $2,068-74.0% | $3,262-83.5% | $2,471-78.3% |
| Participant deferral / active EE | $4,568 | $2,938+55.5% | $3,963+15.3% | $3,740+22.1% |
| Admin fee / account holder | $2,753 | $3,976-30.8% | $5,611-50.9% | $5,306-48.1% |