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 | $81,759 | $60,124+36.0% | $90,404-9.6% | $79,858+2.4% |
| Participation rate | 83.1% | 65.0%+18.1pp | 72.7%+10.4pp | 69.6%+13.4pp |
| Annual return | 13.14% | 71.94%-58.8pp | 1293.02%-1279.9pp | 31.71%-18.6pp |
| Employer contribution / active EE | $1,169 | $2,068-43.5% | $3,262-64.2% | $2,471-52.7% |
| Participant deferral / active EE | $2,324 | $2,938-20.9% | $3,963-41.4% | $3,740-37.9% |
| Admin fee / account holder | $8,191 | $3,976+106.0% | $5,611+46.0% | $5,306+54.4% |