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 | $39,602 | $65,409-39.5% | $98,442-59.8% | $85,850-53.9% |
| Participation rate | 85.7% | 65.0%+20.7pp | 73.3%+12.4pp | 69.3%+16.4pp |
| Annual return | 24.01% | 21.76%+2.3pp | 1492.73%-1468.7pp | 318.53%-294.5pp |
| Employer contribution / active EE | $2,492 | $2,168+14.9% | $2,960-15.8% | $2,565-2.9% |
| Participant deferral / active EE | $5,393 | $3,166+70.3% | $4,276+26.1% | $3,952+36.5% |
| Admin fee / account holder | $1,759 | $4,593-61.7% | $5,949-70.4% | $6,260-71.9% |