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 | $54,079 | $65,561-17.5% | $86,188-37.3% | $75,163-28.1% |
| Participation rate | 75.0% | 60.5%+14.5pp | 69.0%+6.0pp | 67.2%+7.8pp |
| Annual return | 16.12% | 46.05%-29.9pp | 1168.45%-1152.3pp | 160.62%-144.5pp |
| Employer contribution / active EE | $1,514 | $1,553-2.5% | $2,380-36.4% | $2,670-43.3% |
| Participant deferral / active EE | $3,863 | $3,024+27.7% | $3,985-3.1% | $4,125-6.4% |
| Admin fee / account holder | $2,127 | $5,474-61.1% | $6,852-69.0% | $5,651-62.4% |