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 | $62,415 | $65,409-4.6% | $98,442-36.6% | $85,850-27.3% |
| Participation rate | 90.6% | 65.0%+25.6pp | 73.3%+17.3pp | 69.3%+21.3pp |
| Annual return | 13.57% | 21.76%-8.2pp | 1492.73%-1479.2pp | 318.53%-305.0pp |
| Employer contribution / active EE | $6,851 | $2,168+216.0% | $2,960+131.5% | $2,565+167.1% |
| Participant deferral / active EE | $3,531 | $3,166+11.5% | $4,276-17.4% | $3,952-10.7% |
| Admin fee / account holder | $4,733 | $4,593+3.0% | $5,949-20.5% | $6,260-24.4% |