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 | $63,309 | $83,902-24.5% | $167,512-62.2% | $84,808-25.3% |
| Participation rate | 95.6% | 66.5%+29.1pp | 77.1%+18.5pp | 68.3%+27.2pp |
| Annual return | 24.24% | 91.55%-67.3pp | 1615.79%-1591.6pp | 40.90%-16.7pp |
| Employer contribution / active EE | $2,302 | $2,264+1.7% | $3,882-40.7% | $2,631-12.5% |
| Participant deferral / active EE | $3,600 | $4,442-19.0% | $6,405-43.8% | $4,212-14.5% |
| Admin fee / account holder | $6,869 | $7,915-13.2% | $9,769-29.7% | $7,344-6.5% |