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 | $55,386 | $60,124-7.9% | $90,404-38.7% | $79,858-30.6% |
| Participation rate | 93.3% | 65.0%+28.4pp | 72.7%+20.7pp | 69.6%+23.7pp |
| Annual return | 16.23% | 71.94%-55.7pp | 1293.02%-1276.8pp | 31.71%-15.5pp |
| Employer contribution / active EE | $2,498 | $2,068+20.8% | $3,262-23.4% | $2,471+1.1% |
| Participant deferral / active EE | $3,178 | $2,938+8.2% | $3,963-19.8% | $3,740-15.0% |
| Admin fee / account holder | $4,063 | $3,976+2.2% | $5,611-27.6% | $5,306-23.4% |