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 7-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 | $27,611 | $49,922-44.7% | $80,569-65.7% | $75,163-63.3% |
| Participation rate | 79.3% | 55.3%+24.0pp | 67.0%+12.3pp | 67.2%+12.1pp |
| Annual return | 19.19% | 34.69%-15.5pp | 935.43%-916.2pp | 160.62%-141.4pp |
| Employer contribution / active EE | $1,622 | $1,698-4.5% | $2,723-40.4% | $2,670-39.3% |
| Participant deferral / active EE | $2,883 | $2,990-3.6% | $4,447-35.2% | $4,125-30.1% |
| Admin fee / account holder | $1,544 | $3,577-56.8% | $5,377-71.3% | $5,651-72.7% |