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 | $51,545 | $81,208-36.5% | $98,907-47.9% | $79,858-35.5% |
| Participation rate | 96.8% | 72.5%+24.3pp | 76.0%+20.8pp | 69.6%+27.1pp |
| Annual return | 18.15% | 60.99%-42.8pp | 196.43%-178.3pp | 31.71%-13.6pp |
| Employer contribution / active EE | $6,092 | $1,960+210.8% | $2,689+126.5% | $2,471+146.5% |
| Participant deferral / active EE | $3,903 | $3,265+19.6% | $4,244-8.0% | $3,740+4.4% |
| Admin fee / account holder | $11,333 | $6,013+88.5% | $6,642+70.6% | $5,306+113.6% |