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 | $56,719 | $34,308+65.3% | $74,701-24.1% | $72,985-22.3% |
| Participation rate | 71.4% | 42.4%+29.0pp | 54.5%+17.0pp | 69.5%+1.9pp |
| Annual return | 17.72% | 26.58%-8.9pp | 752.92%-735.2pp | 81.00%-63.3pp |
| Employer contribution / active EE | $906 | $692+31.0% | $1,084-16.4% | $2,440-62.9% |
| Participant deferral / active EE | $2,759 | $1,271+117.0% | $1,964+40.5% | $3,607-23.5% |
| Admin fee / account holder | $1,832 | $2,124-13.7% | $3,333-45.0% | $5,124-64.2% |