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 | $76,452 | $83,902-8.9% | $167,512-54.4% | $84,808-9.9% |
| Participation rate | 74.1% | 66.5%+7.6pp | 77.1%-3.0pp | 68.3%+5.8pp |
| Annual return | 14.40% | 91.55%-77.1pp | 1615.79%-1601.4pp | 40.90%-26.5pp |
| Employer contribution / active EE | $517 | $2,264-77.1% | $3,882-86.7% | $2,631-80.3% |
| Participant deferral / active EE | $4,445 | $4,442+0.1% | $6,405-30.6% | $4,212+5.6% |
| Admin fee / account holder | $3,824 | $7,915-51.7% | $9,769-60.9% | $7,344-47.9% |