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 | $50,848 | $48,795+4.2% | $65,493-22.4% | $84,808-40.0% |
| Participation rate | 89.2% | 67.0%+22.2pp | 73.1%+16.1pp | 68.3%+20.9pp |
| Annual return | 14.39% | 20.20%-5.8pp | 982.45%-968.1pp | 40.90%-26.5pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $9,806 | $2,928+234.8% | $3,961+147.6% | $4,212+132.8% |
| Admin fee / account holder | $2,183 | $3,877-43.7% | $5,028-56.6% | $7,344-70.3% |