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 | $36,072 | $53,127-32.1% | $86,590-58.3% | $70,131-48.6% |
| Participation rate | 89.4% | 65.3%+24.1pp | 73.5%+15.8pp | 69.5%+19.8pp |
| Annual return | 20.10% | 27.66%-7.6pp | 964.84%-944.7pp | 73.14%-53.0pp |
| Employer contribution / active EE | $4,900 | $2,068+136.9% | $2,839+72.6% | $2,342+109.2% |
| Participant deferral / active EE | $2,670 | $2,696-0.9% | $3,609-26.0% | $3,332-19.9% |
| Admin fee / account holder | $2,463 | $3,585-31.3% | $4,906-49.8% | $4,645-47.0% |