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 | $52,703 | $60,124-12.3% | $90,404-41.7% | $79,858-34.0% |
| Participation rate | 93.9% | 65.0%+29.0pp | 72.7%+21.3pp | 69.6%+24.3pp |
| Annual return | 15.12% | 71.94%-56.8pp | 1293.02%-1277.9pp | 31.71%-16.6pp |
| Employer contribution / active EE | $1,771 | $2,068-14.4% | $3,262-45.7% | $2,471-28.3% |
| Participant deferral / active EE | $4,428 | $2,938+50.7% | $3,963+11.7% | $3,740+18.4% |
| Admin fee / account holder | $4,547 | $3,976+14.3% | $5,611-19.0% | $5,306-14.3% |