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 | $56,007 | $102,317-45.3% | $146,958-61.9% | $80,856-30.7% |
| Participation rate | 79.3% | 75.8%+3.5pp | 82.2%-2.8pp | 67.6%+11.7pp |
| Annual return | 12.41% | 134.76%-122.4pp | 418.34%-405.9pp | 35.59%-23.2pp |
| Employer contribution / active EE | $2,332 | $3,713-37.2% | $4,933-52.7% | $2,755-15.3% |
| Participant deferral / active EE | $4,328 | $6,644-34.9% | $8,070-46.4% | $4,296+0.7% |
| Admin fee / account holder | $2,828 | $7,941-64.4% | $12,998-78.2% | $6,918-59.1% |