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 | $66,823 | $83,902-20.4% | $167,512-60.1% | $84,808-21.2% |
| Participation rate | 97.8% | 66.5%+31.3pp | 77.1%+20.7pp | 68.3%+29.5pp |
| Annual return | 19.39% | 91.55%-72.2pp | 1615.79%-1596.4pp | 40.90%-21.5pp |
| Employer contribution / active EE | $2,516 | $2,264+11.1% | $3,882-35.2% | $2,631-4.4% |
| Participant deferral / active EE | $3,902 | $4,442-12.2% | $6,405-39.1% | $4,212-7.4% |
| Admin fee / account holder | $2,222 | $7,915-71.9% | $9,769-77.3% | $7,344-69.7% |