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 | $53,811 | $83,902-35.9% | $167,512-67.9% | $84,808-36.5% |
| Participation rate | 75.7% | 66.5%+9.2pp | 77.1%-1.4pp | 68.3%+7.4pp |
| Annual return | 19.04% | 91.55%-72.5pp | 1615.79%-1596.8pp | 40.90%-21.9pp |
| Employer contribution / active EE | $1,500 | $2,264-33.7% | $3,882-61.4% | $2,631-43.0% |
| Participant deferral / active EE | $2,463 | $4,442-44.6% | $6,405-61.5% | $4,212-41.5% |
| Admin fee / account holder | $525 | $7,915-93.4% | $9,769-94.6% | $7,344-92.8% |