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 | $52,531 | $61,774-15.0% | $97,226-46.0% | $80,856-35.0% |
| Participation rate | 83.9% | 63.5%+20.4pp | 72.7%+11.2pp | 67.6%+16.3pp |
| Annual return | 16.29% | -557.90%+574.2pp | 75.13%-58.8pp | 35.59%-19.3pp |
| Employer contribution / active EE | $3,447 | $1,837+87.7% | $2,729+26.3% | $2,755+25.1% |
| Participant deferral / active EE | $6,815 | $3,029+125.0% | $4,264+59.8% | $4,296+58.7% |
| Admin fee / account holder | $7,739 | $5,166+49.8% | $5,654+36.9% | $6,918+11.9% |