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 3-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 | $36,831 | $102,317-64.0% | $146,958-74.9% | $80,856-54.4% |
| Participation rate | 94.9% | 75.8%+19.1pp | 82.2%+12.8pp | 67.6%+27.3pp |
| Annual return | 12.06% | 134.76%-122.7pp | 418.34%-406.3pp | 35.59%-23.5pp |
| Employer contribution / active EE | $1,785 | $3,713-51.9% | $4,933-63.8% | $2,755-35.2% |
| Participant deferral / active EE | $4,728 | $6,644-28.8% | $8,070-41.4% | $4,296+10.1% |
| Admin fee / account holder | $4,724 | $7,941-40.5% | $12,998-63.7% | $6,918-31.7% |