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 | $62,438 | $64,324-2.9% | $118,925-47.5% | $79,858-21.8% |
| Participation rate | 94.7% | 64.9%+29.9pp | 75.4%+19.4pp | 69.6%+25.1pp |
| Annual return | 13.67% | 86.45%-72.8pp | 35.88%-22.2pp | 31.71%-18.0pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,720 | $2,824+31.7% | $4,265-12.8% | $3,740-0.5% |
| Admin fee / account holder | $2,195 | $4,040-45.7% | $6,581-66.7% | $5,306-58.6% |