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 | $59,863 | $83,902-28.7% | $167,512-64.3% | $84,808-29.4% |
| Participation rate | 85.9% | 66.5%+19.5pp | 77.1%+8.9pp | 68.3%+17.6pp |
| Annual return | 14.70% | 91.55%-76.8pp | 1615.79%-1601.1pp | 40.90%-26.2pp |
| Employer contribution / active EE | $1,759 | $2,264-22.3% | $3,882-54.7% | $2,631-33.2% |
| Participant deferral / active EE | $3,835 | $4,442-13.7% | $6,405-40.1% | $4,212-8.9% |
| Admin fee / account holder | $7,599 | $7,915-4.0% | $9,769-22.2% | $7,344+3.5% |