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 | $46,503 | $56,053-17.0% | $75,972-38.8% | $80,856-42.5% |
| Participation rate | 96.3% | 62.0%+34.3pp | 69.1%+27.2pp | 67.6%+28.7pp |
| Annual return | 88.30% | 20.53%+67.8pp | 359.55%-271.2pp | 35.59%+52.7pp |
| Employer contribution / active EE | $2,562 | $1,874+36.7% | $2,685-4.6% | $2,755-7.0% |
| Participant deferral / active EE | $4,274 | $3,052+40.1% | $4,255+0.4% | $4,296-0.5% |
| Admin fee / account holder | $2,225 | $5,234-57.5% | $6,467-65.6% | $6,918-67.8% |