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 | $41,277 | $60,124-31.3% | $90,404-54.3% | $79,858-48.3% |
| Participation rate | 89.7% | 65.0%+24.7pp | 72.7%+17.0pp | 69.6%+20.0pp |
| Annual return | 26.71% | 71.94%-45.2pp | 1293.02%-1266.3pp | 31.71%-5.0pp |
| Employer contribution / active EE | $3,031 | $2,068+46.6% | $3,262-7.1% | $2,471+22.7% |
| Participant deferral / active EE | $5,798 | $2,938+97.3% | $3,963+46.3% | $3,740+55.0% |
| Admin fee / account holder | $1,420 | $3,976-64.3% | $5,611-74.7% | $5,306-73.2% |