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 | $47,937 | $83,902-42.9% | $167,512-71.4% | $84,808-43.5% |
| Participation rate | 86.1% | 66.5%+19.6pp | 77.1%+9.1pp | 68.3%+17.8pp |
| Annual return | 36.23% | 91.55%-55.3pp | 1615.79%-1579.6pp | 40.90%-4.7pp |
| Employer contribution / active EE | $1,389 | $2,264-38.6% | $3,882-64.2% | $2,631-47.2% |
| Participant deferral / active EE | $3,359 | $4,442-24.4% | $6,405-47.6% | $4,212-20.3% |
| Admin fee / account holder | $1,652 | $7,915-79.1% | $9,769-83.1% | $7,344-77.5% |