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 5-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 | $120,019 | $70,756+69.6% | $65,493+83.3% | $142,382-15.7% |
| Participation rate | 72.7% | 77.4%-4.7pp | 73.1%-0.4pp | 80.1%-7.4pp |
| Annual return | 20.36% | 1754.89%-1734.5pp | 982.45%-962.1pp | 217.08%-196.7pp |
| Employer contribution / active EE | $1,010 | $2,881-64.9% | $2,574-60.8% | $4,299-76.5% |
| Participant deferral / active EE | $2,577 | $4,637-44.4% | $3,961-34.9% | $6,507-60.4% |
| Admin fee / account holder | $1,275 | $6,559-80.6% | $5,028-74.6% | $12,624-89.9% |