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 | $38,051 | $83,902-54.6% | $167,512-77.3% | $84,808-55.1% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.1%+22.9pp | 68.3%+31.7pp |
| Annual return | 18.65% | 91.55%-72.9pp | 1615.79%-1597.1pp | 40.90%-22.2pp |
| Employer contribution / active EE | $1,691 | $2,264-25.3% | $3,882-56.4% | $2,631-35.7% |
| Participant deferral / active EE | $2,727 | $4,442-38.6% | $6,405-57.4% | $4,212-35.2% |
| Admin fee / account holder | $534 | $7,915-93.3% | $9,769-94.5% | $7,344-92.7% |