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 | $23,608 | $58,208-59.4% | $81,812-71.1% | $80,856-70.8% |
| Participation rate | 82.1% | 63.4%+18.6pp | 72.3%+9.7pp | 67.6%+14.4pp |
| Annual return | 13.63% | 41.66%-28.0pp | 773.79%-760.2pp | 35.59%-22.0pp |
| Employer contribution / active EE | $3,077 | $2,340+31.5% | $2,912+5.6% | $2,755+11.7% |
| Participant deferral / active EE | $4,775 | $3,281+45.5% | $4,319+10.6% | $4,296+11.2% |
| Admin fee / account holder | $2,173 | $4,981-56.4% | $7,386-70.6% | $6,918-68.6% |