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 | $50,963 | $65,409-22.1% | $98,442-48.2% | $85,850-40.6% |
| Participation rate | 72.4% | 65.0%+7.4pp | 73.3%-0.9pp | 69.3%+3.1pp |
| Annual return | 15.84% | 21.76%-5.9pp | 1492.73%-1476.9pp | 318.53%-302.7pp |
| Employer contribution / active EE | $1,028 | $2,168-52.6% | $2,960-65.3% | $2,565-59.9% |
| Participant deferral / active EE | $6,257 | $3,166+97.6% | $4,276+46.3% | $3,952+58.3% |
| Admin fee / account holder | $2,466 | $4,593-46.3% | $5,949-58.6% | $6,260-60.6% |