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 | $57,913 | $65,409-11.5% | $98,442-41.2% | $85,850-32.5% |
| Participation rate | 76.7% | 65.0%+11.7pp | 73.3%+3.3pp | 69.3%+7.4pp |
| Annual return | 19.05% | 21.76%-2.7pp | 1492.73%-1473.7pp | 318.53%-299.5pp |
| Employer contribution / active EE | $430 | $2,168-80.2% | $2,960-85.5% | $2,565-83.2% |
| Participant deferral / active EE | $4,339 | $3,166+37.0% | $4,276+1.5% | $3,952+9.8% |
| Admin fee / account holder | $1,842 | $4,593-59.9% | $5,949-69.0% | $6,260-70.6% |