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 | $64,281 | $100,041-35.7% | $149,718-57.1% | $70,131-8.3% |
| Participation rate | 92.5% | 83.6%+8.9pp | 87.1%+5.4pp | 69.5%+23.0pp |
| Annual return | 20.54% | 27.43%-6.9pp | 1501.63%-1481.1pp | 73.14%-52.6pp |
| Employer contribution / active EE | $2,575 | $3,662-29.7% | $5,445-52.7% | $2,342+9.9% |
| Participant deferral / active EE | $4,083 | $4,983-18.1% | $6,569-37.8% | $3,332+22.6% |
| Admin fee / account holder | $475 | $8,286-94.3% | $11,283-95.8% | $4,645-89.8% |