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 | $81,413 | $83,902-3.0% | $167,512-51.4% | $84,808-4.0% |
| Participation rate | 90.7% | 66.5%+24.2pp | 77.1%+13.6pp | 68.3%+22.4pp |
| Annual return | 28.18% | 91.55%-63.4pp | 1615.79%-1587.6pp | 40.90%-12.7pp |
| Employer contribution / active EE | $4,069 | $2,264+79.8% | $3,882+4.8% | $2,631+54.7% |
| Participant deferral / active EE | $10,907 | $4,442+145.5% | $6,405+70.3% | $4,212+159.0% |
| Admin fee / account holder | $4,761 | $7,915-39.8% | $9,769-51.3% | $7,344-35.2% |