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 | $40,958 | $65,409-37.4% | $98,442-58.4% | $85,850-52.3% |
| Participation rate | 88.0% | 65.0%+23.0pp | 73.3%+14.7pp | 69.3%+18.7pp |
| Annual return | 14.30% | 21.76%-7.5pp | 1492.73%-1478.4pp | 318.53%-304.2pp |
| Employer contribution / active EE | $1,860 | $2,168-14.2% | $2,960-37.2% | $2,565-27.5% |
| Participant deferral / active EE | $4,560 | $3,166+44.0% | $4,276+6.6% | $3,952+15.4% |
| Admin fee / account holder | $2,223 | $4,593-51.6% | $5,949-62.6% | $6,260-64.5% |