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 8-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 | $34,971 | $53,516-34.7% | $126,539-72.4% | $84,808-58.8% |
| Participation rate | 71.4% | 58.2%+13.2pp | 69.8%+1.6pp | 68.3%+3.1pp |
| Annual return | 20.54% | 58.34%-37.8pp | 425.95%-405.4pp | 40.90%-20.4pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,615 | $2,671+35.4% | $4,083-11.4% | $4,212-14.2% |
| Admin fee / account holder | $1,048 | $4,497-76.7% | $6,065-82.7% | $7,344-85.7% |