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 | $53,781 | $43,133+24.7% | $89,391-39.8% | $73,488-26.8% |
| Participation rate | 87.1% | 55.0%+32.2pp | 68.0%+19.2pp | 70.7%+16.4pp |
| Annual return | 40.96% | 135.66%-94.7pp | 245.62%-204.7pp | 28.51%+12.4pp |
| Employer contribution / active EE | $4,251 | $1,438+195.6% | $2,586+64.4% | $2,270+87.3% |
| Participant deferral / active EE | $11,739 | $2,445+380.2% | $3,890+201.8% | $3,740+213.9% |
| Admin fee / account holder | $729 | $444+64.3% | $4,881-85.1% | $513+42.1% |