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 | $50,082 | $102,317-51.1% | $146,958-65.9% | $80,856-38.1% |
| Participation rate | 86.1% | 75.8%+10.3pp | 82.2%+4.0pp | 67.6%+18.5pp |
| Annual return | 12.98% | 134.76%-121.8pp | 418.34%-405.4pp | 35.59%-22.6pp |
| Employer contribution / active EE | $3,526 | $3,713-5.1% | $4,933-28.5% | $2,755+28.0% |
| Participant deferral / active EE | $9,032 | $6,644+36.0% | $8,070+11.9% | $4,296+110.3% |
| Admin fee / account holder | $10,094 | $7,941+27.1% | $12,998-22.3% | $6,918+45.9% |