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 | $63,903 | $108,642-41.2% | $74,701-14.5% | $152,861-58.2% |
| Participation rate | 94.4% | 65.3%+29.1pp | 54.5%+40.0pp | 82.4%+12.0pp |
| Annual return | 1.71% | 114.06%-112.4pp | 752.92%-751.2pp | 345.32%-343.6pp |
| Employer contribution / active EE | $2,222 | $1,503+47.9% | $1,084+105.1% | $4,762-53.3% |
| Participant deferral / active EE | $0 | $2,712-100.0% | $1,964-100.0% | $5,850-100.0% |
| Admin fee / account holder | $3,644 | $4,902-25.7% | $3,333+9.3% | $11,596-68.6% |