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 | $65,839 | $45,152+45.8% | $73,843-10.8% | $59,632+10.4% |
| Participation rate | 83.9% | 64.0%+19.8pp | 73.4%+10.4pp | 68.7%+15.2pp |
| Annual return | 2.13% | 27.40%-25.3pp | 2267.84%-2265.7pp | 2041.28%-2039.1pp |
| Employer contribution / active EE | $3,180 | $1,902+67.2% | $2,787+14.1% | $2,203+44.4% |
| Participant deferral / active EE | $1,755 | $2,574-31.8% | $3,583-51.0% | $3,192-45.0% |
| Admin fee / account holder | $1,346 | $3,516-61.7% | $4,880-72.4% | $4,297-68.7% |