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 3-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 | $38,655 | $65,561-41.0% | $86,188-55.1% | $75,163-48.6% |
| Participation rate | 87.8% | 60.5%+27.3pp | 69.0%+18.8pp | 67.2%+20.6pp |
| Annual return | 19.55% | 46.05%-26.5pp | 1168.45%-1148.9pp | 160.62%-141.1pp |
| Employer contribution / active EE | $931 | $1,553-40.0% | $2,380-60.9% | $2,670-65.1% |
| Participant deferral / active EE | $3,196 | $3,024+5.7% | $3,985-19.8% | $4,125-22.5% |
| Admin fee / account holder | $1,866 | $5,474-65.9% | $6,852-72.8% | $5,651-67.0% |