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 | $57,673 | $49,173+17.3% | $121,098-52.4% | $75,163-23.3% |
| Participation rate | 73.5% | 55.4%+18.1pp | 69.5%+4.0pp | 67.2%+6.3pp |
| Annual return | 17.11% | 55.99%-38.9pp | 985.75%-968.6pp | 160.62%-143.5pp |
| Employer contribution / active EE | $2,150 | $1,546+39.1% | $4,164-48.4% | $2,670-19.5% |
| Participant deferral / active EE | $3,287 | $2,628+25.1% | $4,080-19.4% | $4,125-20.3% |
| Admin fee / account holder | $463 | $3,942-88.2% | $5,644-91.8% | $5,651-91.8% |