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 7-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 | $37,920 | $60,124-36.9% | $90,404-58.1% | $79,858-52.5% |
| Participation rate | 81.6% | 65.0%+16.6pp | 72.7%+8.9pp | 69.6%+11.9pp |
| Annual return | 45.60% | 71.94%-26.3pp | 1293.02%-1247.4pp | 31.71%+13.9pp |
| Employer contribution / active EE | $2,092 | $2,068+1.2% | $3,262-35.9% | $2,471-15.3% |
| Participant deferral / active EE | $4,156 | $2,938+41.5% | $3,963+4.9% | $3,740+11.1% |
| Admin fee / account holder | $446 | $3,976-88.8% | $5,611-92.1% | $5,306-91.6% |