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 7-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 | $33,279 | $65,561-49.2% | $86,188-61.4% | $75,163-55.7% |
| Participation rate | 80.5% | 60.5%+20.0pp | 69.0%+11.6pp | 67.2%+13.3pp |
| Annual return | 16.92% | 46.05%-29.1pp | 1168.45%-1151.5pp | 160.62%-143.7pp |
| Employer contribution / active EE | $2,210 | $1,553+42.3% | $2,380-7.2% | $2,670-17.2% |
| Participant deferral / active EE | $3,449 | $3,024+14.0% | $3,985-13.5% | $4,125-16.4% |
| Admin fee / account holder | $2,419 | $5,474-55.8% | $6,852-64.7% | $5,651-57.2% |