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 | $39,293 | $102,317-61.6% | $146,958-73.3% | $80,856-51.4% |
| Participation rate | 96.2% | 75.8%+20.3pp | 82.2%+14.0pp | 67.6%+28.5pp |
| Annual return | 14.81% | 134.76%-120.0pp | 418.34%-403.5pp | 35.59%-20.8pp |
| Employer contribution / active EE | $1,873 | $3,713-49.6% | $4,933-62.0% | $2,755-32.0% |
| Participant deferral / active EE | $10,226 | $6,644+53.9% | $8,070+26.7% | $4,296+138.1% |
| Admin fee / account holder | $4,897 | $7,941-38.3% | $12,998-62.3% | $6,918-29.2% |