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 | $55,757 | $91,538-39.1% | $129,995-57.1% | $75,163-25.8% |
| Participation rate | 87.1% | 71.4%+15.7pp | 78.5%+8.6pp | 67.2%+19.9pp |
| Annual return | 14.17% | -631.11%+645.3pp | -137.18%+151.3pp | 160.62%-146.5pp |
| Employer contribution / active EE | $4,653 | $2,845+63.5% | $4,320+7.7% | $2,670+74.3% |
| Participant deferral / active EE | $5,260 | $4,341+21.2% | $5,820-9.6% | $4,125+27.5% |
| Admin fee / account holder | $3,153 | $6,790-53.6% | $10,614-70.3% | $5,651-44.2% |