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 | $40,595 | $60,124-32.5% | $90,404-55.1% | $79,858-49.2% |
| Participation rate | 78.9% | 65.0%+14.0pp | 72.7%+6.3pp | 69.6%+9.3pp |
| Annual return | 13.06% | 71.94%-58.9pp | 1293.02%-1280.0pp | 31.71%-18.6pp |
| Employer contribution / active EE | $2,262 | $2,068+9.4% | $3,262-30.7% | $2,471-8.5% |
| Participant deferral / active EE | $3,247 | $2,938+10.5% | $3,963-18.1% | $3,740-13.2% |
| Admin fee / account holder | $6,303 | $3,976+58.5% | $5,611+12.3% | $5,306+18.8% |