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 | $53,204 | $85,766-38.0% | $136,294-61.0% | $70,131-24.1% |
| Participation rate | 90.0% | 74.2%+15.8pp | 81.9%+8.1pp | 69.5%+20.5pp |
| Annual return | 23.33% | 31.45%-8.1pp | 5155.94%-5132.6pp | 73.14%-49.8pp |
| Employer contribution / active EE | $3,207 | $2,966+8.1% | $4,695-31.7% | $2,342+36.9% |
| Participant deferral / active EE | $6,956 | $5,051+37.7% | $6,247+11.3% | $3,332+108.8% |
| Admin fee / account holder | $1,018 | $5,420-81.2% | $9,243-89.0% | $4,645-78.1% |