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 | $19,677 | $105,998-81.4% | $92,233-78.7% | $147,584-86.7% |
| Participation rate | 93.3% | 80.4%+12.9pp | 76.5%+16.9pp | 82.8%+10.5pp |
| Annual return | 29.14% | 50.05%-20.9pp | 176.28%-147.1pp | 578.55%-549.4pp |
| Employer contribution / active EE | $2,942 | $4,333-32.1% | $3,679-20.1% | $4,876-39.7% |
| Participant deferral / active EE | $4,811 | $4,478+7.4% | $3,897+23.5% | $5,439-11.5% |
| Admin fee / account holder | $562 | $6,332-91.1% | $5,194-89.2% | $10,885-94.8% |