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 | $14,990 | $107,934-86.1% | $91,989-83.7% | $152,861-90.2% |
| Participation rate | 82.4% | 81.2%+1.2pp | 78.6%+3.7pp | 82.4%-0.1pp |
| Annual return | 57.56% | 89.24%-31.7pp | 69.02%-11.5pp | 345.32%-287.8pp |
| Employer contribution / active EE | $1,795 | $4,210-57.4% | $3,452-48.0% | $4,762-62.3% |
| Participant deferral / active EE | $3,687 | $6,364-42.1% | $5,923-37.8% | $5,850-37.0% |
| Admin fee / account holder | $4,081 | $10,520-61.2% | $7,743-47.3% | $11,596-64.8% |