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 9-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 | $37,950 | $48,230-21.3% | $67,502-43.8% | $80,856-53.1% |
| Participation rate | 82.8% | 66.4%+16.4pp | 72.9%+9.9pp | 67.6%+15.1pp |
| Annual return | 13.38% | 18.28%-4.9pp | 3512.12%-3498.7pp | 35.59%-22.2pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,285 | $2,924-21.9% | $4,000-42.9% | $4,296-46.8% |
| Admin fee / account holder | $2,371 | $3,681-35.6% | $3,998-40.7% | $6,918-65.7% |