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 | $43,118 | $60,124-28.3% | $90,404-52.3% | $79,858-46.0% |
| Participation rate | 73.1% | 65.0%+8.1pp | 72.7%+0.4pp | 69.6%+3.4pp |
| Annual return | 27.08% | 71.94%-44.9pp | 1293.02%-1265.9pp | 31.71%-4.6pp |
| Employer contribution / active EE | $1,415 | $2,068-31.6% | $3,262-56.6% | $2,471-42.7% |
| Participant deferral / active EE | $2,160 | $2,938-26.5% | $3,963-45.5% | $3,740-42.3% |
| Admin fee / account holder | $8,621 | $3,976+116.8% | $5,611+53.7% | $5,306+62.5% |