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 | $52,283 | $60,124-13.0% | $90,404-42.2% | $79,858-34.5% |
| Participation rate | 82.1% | 65.0%+17.1pp | 72.7%+9.4pp | 69.6%+12.4pp |
| Annual return | 16.32% | 71.94%-55.6pp | 1293.02%-1276.7pp | 31.71%-15.4pp |
| Employer contribution / active EE | $3,042 | $2,068+47.1% | $3,262-6.7% | $2,471+23.1% |
| Participant deferral / active EE | $3,943 | $2,938+34.2% | $3,963-0.5% | $3,740+5.4% |
| Admin fee / account holder | $12,327 | $3,976+210.0% | $5,611+119.7% | $5,306+132.3% |