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 | $54,050 | $57,281-5.6% | $86,612-37.6% | $75,163-28.1% |
| Participation rate | 82.8% | 63.2%+19.6pp | 71.7%+11.1pp | 67.2%+15.6pp |
| Annual return | 17.79% | 2670.75%-2653.0pp | 591.07%-573.3pp | 160.62%-142.8pp |
| Employer contribution / active EE | $2,583 | $2,314+11.6% | $3,022-14.5% | $2,670-3.3% |
| Participant deferral / active EE | $5,381 | $3,318+62.2% | $4,438+21.3% | $4,125+30.5% |
| Admin fee / account holder | $2,197 | $4,112-46.6% | $5,614-60.9% | $5,651-61.1% |