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 | $65,027 | $60,124+8.2% | $90,404-28.1% | $79,858-18.6% |
| Participation rate | 93.5% | 65.0%+28.6pp | 72.7%+20.9pp | 69.6%+23.9pp |
| Annual return | 13.00% | 71.94%-58.9pp | 1293.02%-1280.0pp | 31.71%-18.7pp |
| Employer contribution / active EE | $2,414 | $2,068+16.8% | $3,262-26.0% | $2,471-2.3% |
| Participant deferral / active EE | $5,340 | $2,938+81.7% | $3,963+34.7% | $3,740+42.8% |
| Admin fee / account holder | $8,833 | $3,976+122.1% | $5,611+57.4% | $5,306+66.5% |