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 | $40,497 | $58,208-30.4% | $81,812-50.5% | $80,856-49.9% |
| Participation rate | 75.7% | 63.4%+12.3pp | 72.3%+3.3pp | 67.6%+8.0pp |
| Annual return | 13.89% | 41.66%-27.8pp | 773.79%-759.9pp | 35.59%-21.7pp |
| Employer contribution / active EE | $2,193 | $2,340-6.3% | $2,912-24.7% | $2,755-20.4% |
| Participant deferral / active EE | $4,987 | $3,281+52.0% | $4,319+15.5% | $4,296+16.1% |
| Admin fee / account holder | $2,531 | $4,981-49.2% | $7,386-65.7% | $6,918-63.4% |