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 | $43,294 | $83,902-48.4% | $167,512-74.2% | $84,808-49.0% |
| Participation rate | 95.6% | 66.5%+29.1pp | 77.1%+18.5pp | 68.3%+27.2pp |
| Annual return | 15.15% | 91.55%-76.4pp | 1615.79%-1600.6pp | 40.90%-25.7pp |
| Employer contribution / active EE | $2,536 | $2,264+12.0% | $3,882-34.7% | $2,631-3.6% |
| Participant deferral / active EE | $6,765 | $4,442+52.3% | $6,405+5.6% | $4,212+60.6% |
| Admin fee / account holder | $3,773 | $7,915-52.3% | $9,769-61.4% | $7,344-48.6% |