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 | $41,319 | $63,346-34.8% | $92,233-55.2% | $70,131-41.1% |
| Participation rate | 84.2% | 68.7%+15.5pp | 76.5%+7.7pp | 69.5%+14.7pp |
| Annual return | 15.32% | 530.12%-514.8pp | 176.28%-161.0pp | 73.14%-57.8pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $6,378 | $2,854+123.5% | $3,897+63.7% | $3,332+91.4% |
| Admin fee / account holder | $416 | $3,840-89.2% | $5,194-92.0% | $4,645-91.0% |