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 | $45,141 | $110,502-59.1% | $80,716-44.1% | $167,490-73.0% |
| Participation rate | 71.4% | 64.0%+7.5pp | 54.2%+17.3pp | 82.1%-10.7pp |
| Annual return | 29.86% | 120.54%-90.7pp | 87.28%-57.4pp | 478.56%-448.7pp |
| Employer contribution / active EE | $892 | $1,543-42.1% | $1,160-23.1% | $4,837-81.6% |
| Participant deferral / active EE | $1,073 | $2,871-62.6% | $2,146-50.0% | $6,341-83.1% |
| Admin fee / account holder | $1,625 | $4,545-64.2% | $3,380-51.9% | $12,309-86.8% |