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 | $38,016 | $48,795-22.1% | $65,493-42.0% | $84,808-55.2% |
| Participation rate | 94.3% | 67.0%+27.3pp | 73.1%+21.2pp | 68.3%+26.0pp |
| Annual return | 13.55% | 20.20%-6.7pp | 982.45%-968.9pp | 40.90%-27.3pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,626 | $2,928+23.8% | $3,961-8.5% | $4,212-13.9% |
| Admin fee / account holder | $1,841 | $3,877-52.5% | $5,028-63.4% | $7,344-74.9% |