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 | $30,793 | $85,766-64.1% | $136,294-77.4% | $70,131-56.1% |
| Participation rate | 96.3% | 74.2%+22.1pp | 81.9%+14.4pp | 69.5%+26.8pp |
| Annual return | 69.93% | 31.45%+38.5pp | 5155.94%-5086.0pp | 73.14%-3.2pp |
| Employer contribution / active EE | $5,128 | $2,966+72.9% | $4,695+9.2% | $2,342+118.9% |
| Participant deferral / active EE | $10,207 | $5,051+102.1% | $6,247+63.4% | $3,332+206.3% |
| Admin fee / account holder | $5,525 | $5,420+1.9% | $9,243-40.2% | $4,645+18.9% |