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 | $36,946 | $58,208-36.5% | $81,812-54.8% | $80,856-54.3% |
| Participation rate | 94.6% | 63.4%+31.2pp | 72.3%+22.3pp | 67.6%+27.0pp |
| Annual return | 14.66% | 41.66%-27.0pp | 773.79%-759.1pp | 35.59%-20.9pp |
| Employer contribution / active EE | $2,986 | $2,340+27.6% | $2,912+2.5% | $2,755+8.4% |
| Participant deferral / active EE | $5,264 | $3,281+60.5% | $4,319+21.9% | $4,296+22.5% |
| Admin fee / account holder | $2,979 | $4,981-40.2% | $7,386-59.7% | $6,918-56.9% |