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 | $51,569 | $60,124-14.2% | $90,404-43.0% | $79,858-35.4% |
| Participation rate | 96.9% | 65.0%+31.9pp | 72.7%+24.2pp | 69.6%+27.2pp |
| Annual return | 25.32% | 71.94%-46.6pp | 1293.02%-1267.7pp | 31.71%-6.4pp |
| Employer contribution / active EE | $674 | $2,068-67.4% | $3,262-79.3% | $2,471-72.7% |
| Participant deferral / active EE | $3,402 | $2,938+15.8% | $3,963-14.2% | $3,740-9.0% |
| Admin fee / account holder | $13,834 | $3,976+247.9% | $5,611+146.6% | $5,306+160.7% |