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 | $61,448 | $83,902-26.8% | $167,512-63.3% | $84,808-27.5% |
| Participation rate | 97.2% | 66.5%+30.8pp | 77.1%+20.2pp | 68.3%+28.9pp |
| Annual return | 18.62% | 91.55%-72.9pp | 1615.79%-1597.2pp | 40.90%-22.3pp |
| Employer contribution / active EE | $1,496 | $2,264-33.9% | $3,882-61.5% | $2,631-43.1% |
| Participant deferral / active EE | $3,351 | $4,442-24.6% | $6,405-47.7% | $4,212-20.4% |
| Admin fee / account holder | $3,539 | $7,915-55.3% | $9,769-63.8% | $7,344-51.8% |