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 | $60,881 | $91,538-33.5% | $129,995-53.2% | $75,163-19.0% |
| Participation rate | 85.5% | 71.4%+14.1pp | 78.5%+7.0pp | 67.2%+18.3pp |
| Annual return | 13.77% | -631.11%+644.9pp | -137.18%+151.0pp | 160.62%-146.8pp |
| Employer contribution / active EE | $2,584 | $2,845-9.2% | $4,320-40.2% | $2,670-3.2% |
| Participant deferral / active EE | $5,854 | $4,341+34.8% | $5,820+0.6% | $4,125+41.9% |
| Admin fee / account holder | $3,314 | $6,790-51.2% | $10,614-68.8% | $5,651-41.4% |