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 | $40,121 | $102,317-60.8% | $146,958-72.7% | $80,856-50.4% |
| Participation rate | 79.2% | 75.8%+3.4pp | 82.2%-2.9pp | 67.6%+11.6pp |
| Annual return | 16.15% | 134.76%-118.6pp | 418.34%-402.2pp | 35.59%-19.4pp |
| Employer contribution / active EE | $1,058 | $3,713-71.5% | $4,933-78.6% | $2,755-61.6% |
| Participant deferral / active EE | $4,051 | $6,644-39.0% | $8,070-49.8% | $4,296-5.7% |
| Admin fee / account holder | $4,251 | $7,941-46.5% | $12,998-67.3% | $6,918-38.5% |