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 | $54,427 | $70,669-23.0% | $169,368-67.9% | $75,163-27.6% |
| Participation rate | 81.6% | 64.8%+16.8pp | 77.1%+4.5pp | 67.2%+14.4pp |
| Annual return | 20.87% | 36.36%-15.5pp | 405.60%-384.7pp | 160.62%-139.8pp |
| Employer contribution / active EE | $2,362 | $2,211+6.8% | $4,013-41.1% | $2,670-11.5% |
| Participant deferral / active EE | $4,019 | $4,311-6.8% | $6,221-35.4% | $4,125-2.6% |
| Admin fee / account holder | $2,485 | $5,402-54.0% | $9,003-72.4% | $5,651-56.0% |