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 | $42,319 | $102,317-58.6% | $146,958-71.2% | $80,856-47.7% |
| Participation rate | 92.0% | 75.8%+16.2pp | 82.2%+9.8pp | 67.6%+24.4pp |
| Annual return | 15.33% | 134.76%-119.4pp | 418.34%-403.0pp | 35.59%-20.3pp |
| Employer contribution / active EE | $2,167 | $3,713-41.6% | $4,933-56.1% | $2,755-21.3% |
| Participant deferral / active EE | $4,594 | $6,644-30.8% | $8,070-43.1% | $4,296+7.0% |
| Admin fee / account holder | $1,550 | $7,941-80.5% | $12,998-88.1% | $6,918-77.6% |