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 | $31,925 | $77,314-58.7% | $177,989-82.1% | $80,856-60.5% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 10.79% | 18.09%-7.3pp | 294.48%-283.7pp | 35.59%-24.8pp |
| Employer contribution / active EE | $3,291 | $2,292+43.6% | $3,949-16.7% | $2,755+19.4% |
| Participant deferral / active EE | $6,181 | $4,411+40.1% | $6,276-1.5% | $4,296+43.9% |
| Admin fee / account holder | $830 | $7,191-88.5% | $10,363-92.0% | $6,918-88.0% |