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 | $54,132 | $77,145-29.8% | $108,410-50.1% | $85,850-36.9% |
| Participation rate | 89.8% | 74.7%+15.1pp | 80.1%+9.6pp | 69.3%+20.5pp |
| Annual return | 28.47% | 44.54%-16.1pp | 905.27%-876.8pp | 318.53%-290.1pp |
| Employer contribution / active EE | $2,689 | $2,379+13.0% | $3,558-24.4% | $2,565+4.8% |
| Participant deferral / active EE | $4,936 | $5,566-11.3% | $6,563-24.8% | $3,952+24.9% |
| Admin fee / account holder | $1,248 | $5,172-75.9% | $7,295-82.9% | $6,260-80.1% |