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 | $63,052 | $30,400+107.4% | $53,898+17.0% | $84,808-25.7% |
| Participation rate | 97.1% | 46.4%+50.7pp | 55.0%+42.2pp | 68.3%+28.8pp |
| Annual return | 16.72% | 500.19%-483.5pp | 528.60%-511.9pp | 40.90%-24.2pp |
| Employer contribution / active EE | $2,741 | $603+354.8% | $932+194.1% | $2,631+4.2% |
| Participant deferral / active EE | $6,753 | $1,199+463.4% | $1,826+269.8% | $4,212+60.3% |
| Admin fee / account holder | $5,163 | $1,993+159.0% | $2,491+107.3% | $7,344-29.7% |