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 | $76,682 | $65,409+17.2% | $98,442-22.1% | $85,850-10.7% |
| Participation rate | 76.0% | 65.0%+11.0pp | 73.3%+2.7pp | 69.3%+6.7pp |
| Annual return | 12.85% | 21.76%-8.9pp | 1492.73%-1479.9pp | 318.53%-305.7pp |
| Employer contribution / active EE | $2,490 | $2,168+14.9% | $2,960-15.9% | $2,565-2.9% |
| Participant deferral / active EE | $4,037 | $3,166+27.5% | $4,276-5.6% | $3,952+2.2% |
| Admin fee / account holder | $10,922 | $4,593+137.8% | $5,949+83.6% | $6,260+74.5% |