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 | $60,520 | $60,124+0.7% | $90,404-33.1% | $79,858-24.2% |
| Participation rate | 82.4% | 65.0%+17.4pp | 72.7%+9.7pp | 69.6%+12.7pp |
| Annual return | 11.89% | 71.94%-60.1pp | 1293.02%-1281.1pp | 31.71%-19.8pp |
| Employer contribution / active EE | $2,249 | $2,068+8.8% | $3,262-31.0% | $2,471-9.0% |
| Participant deferral / active EE | $3,934 | $2,938+33.9% | $3,963-0.7% | $3,740+5.2% |
| Admin fee / account holder | $395 | $3,976-90.1% | $5,611-93.0% | $5,306-92.5% |