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 | $36,127 | $53,516-32.5% | $126,539-71.4% | $84,808-57.4% |
| Participation rate | 77.5% | 58.2%+19.3pp | 69.8%+7.7pp | 68.3%+9.2pp |
| Annual return | 14.97% | 58.34%-43.4pp | 425.95%-411.0pp | 40.90%-25.9pp |
| Employer contribution / active EE | $1,073 | $1,535-30.1% | $3,674-70.8% | $2,631-59.2% |
| Participant deferral / active EE | $1,337 | $2,671-49.9% | $4,083-67.3% | $4,212-68.3% |
| Admin fee / account holder | $1,743 | $4,497-61.2% | $6,065-71.3% | $7,344-76.3% |