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 | $45,936 | $102,317-55.1% | $146,958-68.7% | $80,856-43.2% |
| Participation rate | 95.0% | 75.8%+19.2pp | 82.2%+12.8pp | 67.6%+27.4pp |
| Annual return | 18.77% | 134.76%-116.0pp | 418.34%-399.6pp | 35.59%-16.8pp |
| Employer contribution / active EE | $1,604 | $3,713-56.8% | $4,933-67.5% | $2,755-41.8% |
| Participant deferral / active EE | $4,219 | $6,644-36.5% | $8,070-47.7% | $4,296-1.8% |
| Admin fee / account holder | $888 | $7,941-88.8% | $12,998-93.2% | $6,918-87.2% |