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 | $55,878 | $34,308+62.9% | $74,701-25.2% | $72,985-23.4% |
| Participation rate | 76.1% | 42.4%+33.7pp | 54.5%+21.6pp | 69.5%+6.6pp |
| Annual return | 19.63% | 26.58%-6.9pp | 752.92%-733.3pp | 81.00%-61.4pp |
| Employer contribution / active EE | $995 | $692+43.9% | $1,084-8.2% | $2,440-59.2% |
| Participant deferral / active EE | $2,523 | $1,271+98.4% | $1,964+28.5% | $3,607-30.1% |
| Admin fee / account holder | $4,689 | $2,124+120.7% | $3,333+40.7% | $5,124-8.5% |