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 | $47,741 | $54,517-12.4% | $75,972-37.2% | $74,495-35.9% |
| Participation rate | 100.0% | 60.3%+39.7pp | 69.1%+30.9pp | 67.2%+32.8pp |
| Annual return | 19.21% | 31.82%-12.6pp | 359.55%-340.3pp | 1364.94%-1345.7pp |
| Employer contribution / active EE | $2,554 | $1,777+43.7% | $2,685-4.9% | $2,623-2.6% |
| Participant deferral / active EE | $3,082 | $3,066+0.5% | $4,255-27.6% | $4,346-29.1% |
| Admin fee / account holder | $897 | $2,229-59.8% | $6,467-86.1% | $1,942-53.8% |