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 | $55,881 | $65,409-14.6% | $98,442-43.2% | $85,850-34.9% |
| Participation rate | 93.3% | 65.0%+28.3pp | 73.3%+20.0pp | 69.3%+24.0pp |
| Annual return | 19.25% | 21.76%-2.5pp | 1492.73%-1473.5pp | 318.53%-299.3pp |
| Employer contribution / active EE | $6,075 | $2,168+180.3% | $2,960+105.3% | $2,565+136.8% |
| Participant deferral / active EE | $6,540 | $3,166+106.6% | $4,276+52.9% | $3,952+65.5% |
| Admin fee / account holder | $15,628 | $4,593+240.3% | $5,949+162.7% | $6,260+149.7% |