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 | $28,811 | $83,902-65.7% | $167,512-82.8% | $84,808-66.0% |
| Participation rate | 73.8% | 66.5%+7.4pp | 77.1%-3.2pp | 68.3%+5.5pp |
| Annual return | 21.94% | 91.55%-69.6pp | 1615.79%-1593.9pp | 40.90%-19.0pp |
| Employer contribution / active EE | $2,234 | $2,264-1.3% | $3,882-42.5% | $2,631-15.1% |
| Participant deferral / active EE | $4,878 | $4,442+9.8% | $6,405-23.8% | $4,212+15.8% |
| Admin fee / account holder | $678 | $7,915-91.4% | $9,769-93.1% | $7,344-90.8% |