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 | $36,493 | $88,751-58.9% | $81,812-55.4% | $145,922-75.0% |
| Participation rate | 92.3% | 75.0%+17.3pp | 72.3%+20.0pp | 80.3%+12.0pp |
| Annual return | 60.92% | 1025.40%-964.5pp | 773.79%-712.9pp | 561.29%-500.4pp |
| Employer contribution / active EE | $1,477 | $3,083-52.1% | $2,912-49.3% | $4,660-68.3% |
| Participant deferral / active EE | $4,003 | $4,643-13.8% | $4,319-7.3% | $6,688-40.1% |
| Admin fee / account holder | $437 | $8,415-94.8% | $7,386-94.1% | $13,397-96.7% |