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 | $43,534 | $58,208-25.2% | $81,812-46.8% | $80,856-46.2% |
| Participation rate | 93.3% | 63.4%+29.9pp | 72.3%+21.0pp | 67.6%+25.7pp |
| Annual return | 11.62% | 41.66%-30.0pp | 773.79%-762.2pp | 35.59%-24.0pp |
| Employer contribution / active EE | $2,594 | $2,340+10.9% | $2,912-10.9% | $2,755-5.8% |
| Participant deferral / active EE | $4,406 | $3,281+34.3% | $4,319+2.0% | $4,296+2.6% |
| Admin fee / account holder | $13,432 | $4,981+169.6% | $7,386+81.9% | $6,918+94.2% |