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 | $58,659 | $58,208+0.8% | $81,812-28.3% | $80,856-27.5% |
| Participation rate | 94.7% | 63.4%+31.3pp | 72.3%+22.4pp | 67.6%+27.1pp |
| Annual return | 15.74% | 41.66%-25.9pp | 773.79%-758.0pp | 35.59%-19.9pp |
| Employer contribution / active EE | $4,055 | $2,340+73.3% | $2,912+39.2% | $2,755+47.2% |
| Participant deferral / active EE | $5,315 | $3,281+62.0% | $4,319+23.1% | $4,296+23.7% |
| Admin fee / account holder | $3,709 | $4,981-25.5% | $7,386-49.8% | $6,918-46.4% |