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 9-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 | $43,121 | $58,208-25.9% | $81,812-47.3% | $80,856-46.7% |
| Participation rate | 80.0% | 63.4%+16.6pp | 72.3%+7.7pp | 67.6%+12.4pp |
| Annual return | 11.59% | 41.66%-30.1pp | 773.79%-762.2pp | 35.59%-24.0pp |
| Employer contribution / active EE | $3,930 | $2,340+68.0% | $2,912+35.0% | $2,755+42.7% |
| Participant deferral / active EE | $1,919 | $3,281-41.5% | $4,319-55.6% | $4,296-55.3% |
| Admin fee / account holder | $1,230 | $4,981-75.3% | $7,386-83.4% | $6,918-82.2% |