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 | $68,001 | $77,145-11.9% | $108,410-37.3% | $85,850-20.8% |
| Participation rate | 89.3% | 74.7%+14.6pp | 80.1%+9.2pp | 69.3%+20.0pp |
| Annual return | 14.49% | 44.54%-30.1pp | 905.27%-890.8pp | 318.53%-304.0pp |
| Employer contribution / active EE | $1,468 | $2,379-38.3% | $3,558-58.8% | $2,565-42.8% |
| Participant deferral / active EE | $4,181 | $5,566-24.9% | $6,563-36.3% | $3,952+5.8% |
| Admin fee / account holder | $3,875 | $5,172-25.1% | $7,295-46.9% | $6,260-38.1% |