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 | $66,349 | $102,317-35.2% | $146,958-54.9% | $80,856-17.9% |
| Participation rate | 80.2% | 75.8%+4.4pp | 82.2%-1.9pp | 67.6%+12.6pp |
| Annual return | 53.15% | 134.76%-81.6pp | 418.34%-365.2pp | 35.59%+17.6pp |
| Employer contribution / active EE | $1,946 | $3,713-47.6% | $4,933-60.5% | $2,755-29.3% |
| Participant deferral / active EE | $10,586 | $6,644+59.3% | $8,070+31.2% | $4,296+146.4% |
| Admin fee / account holder | $3,855 | $7,941-51.5% | $12,998-70.3% | $6,918-44.3% |