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 | $59,896 | $105,998-43.5% | $92,233-35.1% | $147,584-59.4% |
| Participation rate | 93.3% | 80.4%+12.9pp | 76.5%+16.9pp | 82.8%+10.5pp |
| Annual return | 11.76% | 50.05%-38.3pp | 176.28%-164.5pp | 578.55%-566.8pp |
| Employer contribution / active EE | $1,413 | $4,333-67.4% | $3,679-61.6% | $4,876-71.0% |
| Participant deferral / active EE | $2,717 | $4,478-39.3% | $3,897-30.3% | $5,439-50.0% |
| Admin fee / account holder | $4,007 | $6,332-36.7% | $5,194-22.9% | $10,885-63.2% |