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 | $57,434 | $85,202-32.6% | $172,739-66.8% | $72,985-21.3% |
| Participation rate | 70.4% | 70.1%+0.3pp | 82.6%-12.3pp | 69.5%+0.9pp |
| Annual return | 74.66% | 27.32%+47.3pp | 802.84%-728.2pp | 81.00%-6.3pp |
| Employer contribution / active EE | $1,494 | $3,324-55.0% | $5,143-70.9% | $2,440-38.7% |
| Participant deferral / active EE | $5,165 | $3,260+58.4% | $5,198-0.6% | $3,607+43.2% |
| Admin fee / account holder | $7,974 | $5,884+35.5% | $13,954-42.9% | $5,124+55.6% |