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 | $87,625 | $65,409+34.0% | $98,442-11.0% | $85,850+2.1% |
| Participation rate | 78.8% | 65.0%+13.8pp | 73.3%+5.5pp | 69.3%+9.5pp |
| Annual return | 15.02% | 21.76%-6.7pp | 1492.73%-1477.7pp | 318.53%-303.5pp |
| Employer contribution / active EE | $908 | $2,168-58.1% | $2,960-69.3% | $2,565-64.6% |
| Participant deferral / active EE | $2,940 | $3,166-7.2% | $4,276-31.3% | $3,952-25.6% |
| Admin fee / account holder | $8,216 | $4,593+78.9% | $5,949+38.1% | $6,260+31.2% |