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 | $44,782 | $83,902-46.6% | $167,512-73.3% | $84,808-47.2% |
| Participation rate | 71.1% | 66.5%+4.6pp | 77.1%-6.0pp | 68.3%+2.7pp |
| Annual return | 14.22% | 91.55%-77.3pp | 1615.79%-1601.6pp | 40.90%-26.7pp |
| Employer contribution / active EE | $1,539 | $2,264-32.0% | $3,882-60.4% | $2,631-41.5% |
| Participant deferral / active EE | $3,754 | $4,442-15.5% | $6,405-41.4% | $4,212-10.9% |
| Admin fee / account holder | $648 | $7,915-91.8% | $9,769-93.4% | $7,344-91.2% |