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 8-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 | $34,732 | $60,124-42.2% | $90,404-61.6% | $79,858-56.5% |
| Participation rate | 90.2% | 65.0%+25.3pp | 72.7%+17.6pp | 69.6%+20.6pp |
| Annual return | 14.55% | 71.94%-57.4pp | 1293.02%-1278.5pp | 31.71%-17.2pp |
| Employer contribution / active EE | $4,539 | $2,068+119.5% | $3,262+39.1% | $2,471+83.7% |
| Participant deferral / active EE | $6,951 | $2,938+136.6% | $3,963+75.4% | $3,740+85.8% |
| Admin fee / account holder | $557 | $3,976-86.0% | $5,611-90.1% | $5,306-89.5% |