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 | $46,743 | $53,127-12.0% | $86,590-46.0% | $70,131-33.3% |
| Participation rate | 84.6% | 65.3%+19.3pp | 73.5%+11.1pp | 69.5%+15.1pp |
| Annual return | 20.63% | 27.66%-7.0pp | 964.84%-944.2pp | 73.14%-52.5pp |
| Employer contribution / active EE | $613 | $2,068-70.4% | $2,839-78.4% | $2,342-73.8% |
| Participant deferral / active EE | $2,653 | $2,696-1.6% | $3,609-26.5% | $3,332-20.4% |
| Admin fee / account holder | $2,314 | $3,585-35.5% | $4,906-52.8% | $4,645-50.2% |