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 | $41,059 | $58,694-30.0% | $142,863-71.3% | $85,850-52.2% |
| Participation rate | 98.1% | 58.5%+39.6pp | 71.9%+26.1pp | 69.3%+28.8pp |
| Annual return | 12.46% | 27.72%-15.3pp | 5637.54%-5625.1pp | 318.53%-306.1pp |
| Employer contribution / active EE | $1,816 | $1,423+27.7% | $4,144-56.2% | $2,565-29.2% |
| Participant deferral / active EE | $3,280 | $2,607+25.8% | $3,837-14.5% | $3,952-17.0% |
| Admin fee / account holder | $758 | $4,239-82.1% | $6,560-88.4% | $6,260-87.9% |