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 | $48,643 | $53,516-9.1% | $126,539-61.6% | $84,808-42.6% |
| Participation rate | 73.0% | 58.2%+14.7pp | 69.8%+3.2pp | 68.3%+4.7pp |
| Annual return | 21.48% | 58.34%-36.9pp | 425.95%-404.5pp | 40.90%-19.4pp |
| Employer contribution / active EE | $2,035 | $1,535+32.6% | $3,674-44.6% | $2,631-22.6% |
| Participant deferral / active EE | $4,429 | $2,671+65.8% | $4,083+8.5% | $4,212+5.2% |
| Admin fee / account holder | $13,530 | $4,497+200.9% | $6,065+123.1% | $7,344+84.2% |