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 | $66,062 | $102,317-35.4% | $146,958-55.0% | $80,856-18.3% |
| Participation rate | 88.6% | 75.8%+12.8pp | 82.2%+6.5pp | 67.6%+21.0pp |
| Annual return | 16.91% | 134.76%-117.9pp | 418.34%-401.4pp | 35.59%-18.7pp |
| Employer contribution / active EE | $2,511 | $3,713-32.4% | $4,933-49.1% | $2,755-8.8% |
| Participant deferral / active EE | $8,678 | $6,644+30.6% | $8,070+7.5% | $4,296+102.0% |
| Admin fee / account holder | $1,837 | $7,941-76.9% | $12,998-85.9% | $6,918-73.4% |