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 | $42,690 | $53,127-19.6% | $86,590-50.7% | $70,131-39.1% |
| Participation rate | 89.8% | 65.3%+24.5pp | 73.5%+16.2pp | 69.5%+20.3pp |
| Annual return | 18.60% | 27.66%-9.1pp | 964.84%-946.2pp | 73.14%-54.5pp |
| Employer contribution / active EE | $2,840 | $2,068+37.3% | $2,8390% | $2,342+21.3% |
| Participant deferral / active EE | $3,797 | $2,696+40.9% | $3,609+5.2% | $3,332+14.0% |
| Admin fee / account holder | $994 | $3,585-72.3% | $4,906-79.7% | $4,645-78.6% |