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 | $72,064 | $125,758-42.7% | $169,993-57.6% | $75,163-4.1% |
| Participation rate | 97.3% | 83.6%+13.7pp | 87.0%+10.3pp | 67.2%+30.1pp |
| Annual return | 157.41% | 27.20%+130.2pp | 53.37%+104.0pp | 160.62%-3.2pp |
| Employer contribution / active EE | $1,471 | $4,615-68.1% | $6,785-78.3% | $2,670-44.9% |
| Participant deferral / active EE | $10,099 | $6,837+47.7% | $10,408-3.0% | $4,125+144.8% |
| Admin fee / account holder | $2,509 | $8,173-69.3% | $12,815-80.4% | $5,651-55.6% |