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 | $45,806 | $65,561-30.1% | $86,188-46.9% | $75,163-39.1% |
| Participation rate | 79.3% | 60.5%+18.8pp | 69.0%+10.3pp | 67.2%+12.1pp |
| Annual return | 21.49% | 46.05%-24.6pp | 1168.45%-1147.0pp | 160.62%-139.1pp |
| Employer contribution / active EE | $1,988 | $1,553+28.1% | $2,380-16.5% | $2,670-25.5% |
| Participant deferral / active EE | $4,171 | $3,024+37.9% | $3,985+4.7% | $4,125+1.1% |
| Admin fee / account holder | $4,135 | $5,474-24.5% | $6,852-39.7% | $5,651-26.8% |