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 | $35,152 | $65,409-46.3% | $98,442-64.3% | $85,850-59.1% |
| Participation rate | 91.2% | 65.0%+26.2pp | 73.3%+17.8pp | 69.3%+21.9pp |
| Annual return | 17.16% | 21.76%-4.6pp | 1492.73%-1475.6pp | 318.53%-301.4pp |
| Employer contribution / active EE | $967 | $2,168-55.4% | $2,960-67.3% | $2,565-62.3% |
| Participant deferral / active EE | $1,855 | $3,166-41.4% | $4,276-56.6% | $3,952-53.1% |
| Admin fee / account holder | $1,826 | $4,593-60.2% | $5,949-69.3% | $6,260-70.8% |