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 | $52,247 | $56,114-6.9% | $96,139-45.7% | $85,850-39.1% |
| Participation rate | 79.7% | 56.7%+22.9pp | 68.4%+11.2pp | 69.3%+10.3pp |
| Annual return | 13.38% | 42.30%-28.9pp | 191.94%-178.6pp | 318.53%-305.2pp |
| Employer contribution / active EE | $2,109 | $1,620+30.2% | $2,797-24.6% | $2,565-17.8% |
| Participant deferral / active EE | $3,574 | $2,859+25.0% | $4,349-17.8% | $3,952-9.6% |
| Admin fee / account holder | $1,357 | $3,768-64.0% | $5,537-75.5% | $6,260-78.3% |