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 | $39,515 | $58,208-32.1% | $81,812-51.7% | $80,856-51.1% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 18.17% | 41.66%-23.5pp | 773.79%-755.6pp | 35.59%-17.4pp |
| Employer contribution / active EE | $2,892 | $2,340+23.6% | $2,912-0.7% | $2,755+5.0% |
| Participant deferral / active EE | $1,641 | $3,281-50.0% | $4,319-62.0% | $4,296-61.8% |
| Admin fee / account holder | $964 | $4,981-80.6% | $7,386-86.9% | $6,918-86.1% |