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 | $54,311 | $63,346-14.3% | $92,233-41.1% | $70,131-22.6% |
| Participation rate | 96.1% | 68.7%+27.4pp | 76.5%+19.6pp | 69.5%+26.5pp |
| Annual return | 14.12% | 530.12%-516.0pp | 176.28%-162.2pp | 73.14%-59.0pp |
| Employer contribution / active EE | $874 | $2,471-64.6% | $3,679-76.2% | $2,342-62.7% |
| Participant deferral / active EE | $3,031 | $2,854+6.2% | $3,897-22.2% | $3,332-9.0% |
| Admin fee / account holder | $640 | $3,840-83.3% | $5,194-87.7% | $4,645-86.2% |