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 | $56,666 | $65,409-13.4% | $98,442-42.4% | $85,850-34.0% |
| Participation rate | 94.9% | 65.0%+29.9pp | 73.3%+21.5pp | 69.3%+25.6pp |
| Annual return | 15.22% | 21.76%-6.5pp | 1492.73%-1477.5pp | 318.53%-303.3pp |
| Employer contribution / active EE | $2,351 | $2,168+8.5% | $2,960-20.6% | $2,565-8.3% |
| Participant deferral / active EE | $4,411 | $3,166+39.3% | $4,276+3.2% | $3,952+11.6% |
| Admin fee / account holder | $3,289 | $4,593-28.4% | $5,949-44.7% | $6,260-47.5% |