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 | $39,714 | $65,409-39.3% | $98,442-59.7% | $85,850-53.7% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 11.71% | 21.76%-10.0pp | 1492.73%-1481.0pp | 318.53%-306.8pp |
| Employer contribution / active EE | $2,957 | $2,168+36.4% | $2,960-0.1% | $2,565+15.3% |
| Participant deferral / active EE | $5,383 | $3,166+70.0% | $4,276+25.9% | $3,952+36.2% |
| Admin fee / account holder | $465 | $4,593-89.9% | $5,949-92.2% | $6,260-92.6% |