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 | $53,930 | $60,124-10.3% | $90,404-40.3% | $79,858-32.5% |
| Participation rate | 96.8% | 65.0%+31.8pp | 72.7%+24.1pp | 69.6%+27.1pp |
| Annual return | 26.38% | 71.94%-45.6pp | 1293.02%-1266.6pp | 31.71%-5.3pp |
| Employer contribution / active EE | $1,666 | $2,068-19.4% | $3,262-48.9% | $2,471-32.6% |
| Participant deferral / active EE | $3,517 | $2,938+19.7% | $3,963-11.3% | $3,740-6.0% |
| Admin fee / account holder | $371 | $3,976-90.7% | $5,611-93.4% | $5,306-93.0% |