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 | $39,368 | $83,902-53.1% | $167,512-76.5% | $84,808-53.6% |
| Participation rate | 90.9% | 66.5%+24.4pp | 77.1%+13.9pp | 68.3%+22.6pp |
| Annual return | 14.53% | 91.55%-77.0pp | 1615.79%-1601.3pp | 40.90%-26.4pp |
| Employer contribution / active EE | $482 | $2,264-78.7% | $3,882-87.6% | $2,631-81.7% |
| Participant deferral / active EE | $3,529 | $4,442-20.6% | $6,405-44.9% | $4,212-16.2% |
| Admin fee / account holder | $1,041 | $7,915-86.8% | $9,769-89.3% | $7,344-85.8% |