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 8-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 | $31,606 | $67,984-53.5% | $65,493-51.7% | $74,304-57.5% |
| Participation rate | 75.7% | 66.3%+9.4pp | 73.1%+2.6pp | 60.3%+15.4pp |
| Annual return | 14.36% | 19.87%-5.5pp | 982.45%-968.1pp | 29.43%-15.1pp |
| Employer contribution / active EE | $3,078 | $2,491+23.6% | $2,574+19.6% | $2,241+37.3% |
| Participant deferral / active EE | $2,026 | $3,346-39.5% | $3,961-48.9% | $3,767-46.2% |
| Admin fee / account holder | $2,099 | $1,373+52.9% | $5,028-58.2% | $2,969-29.3% |