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 | $27,338 | $85,766-68.1% | $136,294-79.9% | $70,131-61.0% |
| Participation rate | 89.7% | 74.2%+15.6pp | 81.9%+7.8pp | 69.5%+20.2pp |
| Annual return | 54.51% | 31.45%+23.1pp | 5155.94%-5101.4pp | 73.14%-18.6pp |
| Employer contribution / active EE | $2,571 | $2,966-13.3% | $4,695-45.2% | $2,342+9.8% |
| Participant deferral / active EE | $4,983 | $5,051-1.4% | $6,247-20.2% | $3,332+49.6% |
| Admin fee / account holder | $436 | $5,420-92.0% | $9,243-95.3% | $4,645-90.6% |