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 | $55,011 | $137,414-60.0% | $189,513-71.0% | $85,850-35.9% |
| Participation rate | 88.9% | 84.6%+4.3pp | 87.8%+1.1pp | 69.3%+19.6pp |
| Annual return | 19.29% | 38.14%-18.9pp | 555.15%-535.9pp | 318.53%-299.2pp |
| Employer contribution / active EE | $1,583 | $4,344-63.6% | $6,162-74.3% | $2,565-38.3% |
| Participant deferral / active EE | $6,345 | $6,260+1.4% | $8,221-22.8% | $3,952+60.6% |
| Admin fee / account holder | $3,873 | $8,630-55.1% | $12,045-67.8% | $6,260-38.1% |