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 | $62,968 | $63,346-0.6% | $92,233-31.7% | $70,131-10.2% |
| Participation rate | 79.5% | 68.7%+10.8pp | 76.5%+3.0pp | 69.5%+9.9pp |
| Annual return | 20.45% | 530.12%-509.7pp | 176.28%-155.8pp | 73.14%-52.7pp |
| Employer contribution / active EE | $2,915 | $2,471+18.0% | $3,679-20.8% | $2,342+24.5% |
| Participant deferral / active EE | $4,792 | $2,854+67.9% | $3,897+23.0% | $3,332+43.8% |
| Admin fee / account holder | $2,183 | $3,840-43.2% | $5,194-58.0% | $4,645-53.0% |