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 | $64,589 | $102,317-36.9% | $146,958-56.0% | $80,856-20.1% |
| Participation rate | 96.8% | 75.8%+20.9pp | 82.2%+14.6pp | 67.6%+29.1pp |
| Annual return | 18.37% | 134.76%-116.4pp | 418.34%-400.0pp | 35.59%-17.2pp |
| Employer contribution / active EE | $3,770 | $3,713+1.5% | $4,933-23.6% | $2,755+36.9% |
| Participant deferral / active EE | $6,029 | $6,644-9.2% | $8,070-25.3% | $4,296+40.4% |
| Admin fee / account holder | $2,403 | $7,941-69.7% | $12,998-81.5% | $6,918-65.3% |