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 | $42,222 | $48,795-13.5% | $65,493-35.5% | $84,808-50.2% |
| Participation rate | 96.7% | 67.0%+29.7pp | 73.1%+23.6pp | 68.3%+28.4pp |
| Annual return | 14.67% | 20.20%-5.5pp | 982.45%-967.8pp | 40.90%-26.2pp |
| Employer contribution / active EE | $1,870 | $1,930-3.1% | $2,574-27.4% | $2,631-28.9% |
| Participant deferral / active EE | $4,170 | $2,928+42.4% | $3,961+5.3% | $4,212-1.0% |
| Admin fee / account holder | $5,775 | $3,877+49.0% | $5,028+14.9% | $7,344-21.4% |