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 5-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 | $49,612 | $69,763-28.9% | $67,502-26.5% | $74,495-33.4% |
| Participation rate | 84.9% | 71.4%+13.5pp | 72.9%+12.0pp | 67.2%+17.7pp |
| Annual return | 14.96% | -40.34%+55.3pp | 3512.12%-3497.2pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $1,885 | $2,704-30.3% | $2,731-31.0% | $2,623-28.2% |
| Participant deferral / active EE | $3,597 | $3,636-1.1% | $4,000-10.1% | $4,346-17.2% |
| Admin fee / account holder | $962 | $896+7.4% | $3,998-75.9% | $1,942-50.4% |