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 9-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 | $51,156 | $58,208-12.1% | $81,812-37.5% | $80,856-36.7% |
| Participation rate | 84.0% | 63.4%+20.6pp | 72.3%+11.7pp | 67.6%+16.4pp |
| Annual return | 12.88% | 41.66%-28.8pp | 773.79%-760.9pp | 35.59%-22.7pp |
| Employer contribution / active EE | $4,232 | $2,340+80.8% | $2,912+45.3% | $2,755+53.6% |
| Participant deferral / active EE | $3,039 | $3,281-7.4% | $4,319-29.6% | $4,296-29.3% |
| Admin fee / account holder | $3,376 | $4,981-32.2% | $7,386-54.3% | $6,918-51.2% |