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 | $40,458 | $58,208-30.5% | $81,812-50.5% | $80,856-50.0% |
| Participation rate | 77.1% | 63.4%+13.7pp | 72.3%+4.8pp | 67.6%+9.5pp |
| Annual return | 26.04% | 41.66%-15.6pp | 773.79%-747.7pp | 35.59%-9.5pp |
| Employer contribution / active EE | $1,763 | $2,340-24.7% | $2,912-39.5% | $2,755-36.0% |
| Participant deferral / active EE | $4,752 | $3,281+44.8% | $4,319+10.0% | $4,296+10.6% |
| Admin fee / account holder | $1,679 | $4,981-66.3% | $7,386-77.3% | $6,918-75.7% |