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 | $49,878 | $75,828-34.2% | $147,614-66.2% | $59,632-16.4% |
| Participation rate | 88.1% | 71.6%+16.5pp | 84.6%+3.5pp | 68.7%+19.4pp |
| Annual return | -0.55% | 0.37%-0.9pp | 61.98%-62.5pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $6,430 | $3,485+84.5% | $5,564+15.6% | $2,203+191.9% |
| Participant deferral / active EE | $3,825 | $3,130+22.2% | $4,895-21.9% | $3,192+19.8% |
| Admin fee / account holder | $338 | $5,985-94.4% | $11,611-97.1% | $4,297-92.1% |