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 | $58,661 | $27,915+110.1% | $58,482+0.3% | $75,163-22.0% |
| Participation rate | 97.9% | 38.8%+59.1pp | 50.9%+47.1pp | 67.2%+30.7pp |
| Annual return | 17.71% | 44.20%-26.5pp | 4239.32%-4221.6pp | 160.62%-142.9pp |
| Employer contribution / active EE | $3,456 | $669+416.5% | $1,053+228.1% | $2,670+29.4% |
| Participant deferral / active EE | $6,693 | $1,201+457.1% | $1,924+247.9% | $4,125+62.2% |
| Admin fee / account holder | $5,427 | $1,726+214.5% | $2,516+115.7% | $5,651-4.0% |