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 9-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 | $51,519 | $83,902-38.6% | $167,512-69.2% | $84,808-39.3% |
| Participation rate | 95.2% | 66.5%+28.8pp | 77.1%+18.2pp | 68.3%+26.9pp |
| Annual return | 18.97% | 91.55%-72.6pp | 1615.79%-1596.8pp | 40.90%-21.9pp |
| Employer contribution / active EE | $2,426 | $2,264+7.1% | $3,882-37.5% | $2,631-7.8% |
| Participant deferral / active EE | $6,110 | $4,442+37.5% | $6,405-4.6% | $4,212+45.1% |
| Admin fee / account holder | $1,651 | $7,915-79.1% | $9,769-83.1% | $7,344-77.5% |