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 9-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 | $44,693 | $65,409-31.7% | $98,442-54.6% | $85,850-47.9% |
| Participation rate | 80.4% | 65.0%+15.4pp | 73.3%+7.1pp | 69.3%+11.1pp |
| Annual return | 13.62% | 21.76%-8.1pp | 1492.73%-1479.1pp | 318.53%-304.9pp |
| Employer contribution / active EE | $2,927 | $2,168+35.0% | $2,960-1.1% | $2,565+14.1% |
| Participant deferral / active EE | $7,801 | $3,166+146.4% | $4,276+82.4% | $3,952+97.4% |
| Admin fee / account holder | $5,724 | $4,593+24.6% | $5,949-3.8% | $6,260-8.6% |