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 | $39,292 | $102,317-61.6% | $146,958-73.3% | $80,856-51.4% |
| Participation rate | 90.3% | 75.8%+14.5pp | 82.2%+8.2pp | 67.6%+22.7pp |
| Annual return | 21.85% | 134.76%-112.9pp | 418.34%-396.5pp | 35.59%-13.7pp |
| Employer contribution / active EE | $3,777 | $3,713+1.7% | $4,933-23.4% | $2,755+37.1% |
| Participant deferral / active EE | $5,142 | $6,644-22.6% | $8,070-36.3% | $4,296+19.7% |
| Admin fee / account holder | $1,432 | $7,941-82.0% | $12,998-89.0% | $6,918-79.3% |