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 | $68,567 | $29,660+131.2% | $56,411+21.5% | $80,856-15.2% |
| Participation rate | 77.4% | 41.6%+35.8pp | 52.5%+25.0pp | 67.6%+9.8pp |
| Annual return | 16.13% | 35.23%-19.1pp | 1701.33%-1685.2pp | 35.59%-19.5pp |
| Employer contribution / active EE | $1,226 | $669+83.1% | $1,039+18.0% | $2,755-55.5% |
| Participant deferral / active EE | $0 | $1,226-100.0% | $1,952-100.0% | $4,296-100.0% |
| Admin fee / account holder | $480 | $2,428-80.2% | $2,829-83.0% | $6,918-93.1% |