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 | $36,497 | $65,409-44.2% | $98,442-62.9% | $85,850-57.5% |
| Participation rate | 97.4% | 65.0%+32.4pp | 73.3%+24.0pp | 69.3%+28.1pp |
| Annual return | 12.72% | 21.76%-9.0pp | 1492.73%-1480.0pp | 318.53%-305.8pp |
| Employer contribution / active EE | $1,915 | $2,168-11.7% | $2,960-35.3% | $2,565-25.4% |
| Participant deferral / active EE | $2,499 | $3,166-21.1% | $4,276-41.6% | $3,952-36.8% |
| Admin fee / account holder | $4,034 | $4,593-12.2% | $5,949-32.2% | $6,260-35.6% |