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 | $63,266 | $82,664-23.5% | $125,339-49.5% | $68,494-7.6% |
| Participation rate | 89.1% | 75.0%+14.0pp | 82.4%+6.7pp | 67.9%+21.2pp |
| Annual return | 293.35% | -5.97%+299.3pp | 572.05%-278.7pp | -7.84%+301.2pp |
| Employer contribution / active EE | $1,677 | $3,381-50.4% | $4,814-65.2% | $2,596-35.4% |
| Participant deferral / active EE | $4,016 | $6,110-34.3% | $7,446-46.1% | $4,027-0.3% |
| Admin fee / account holder | $1,408 | $6,275-77.6% | $10,010-85.9% | $5,403-73.9% |