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 7-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 | $31,135 | $53,516-41.8% | $126,539-75.4% | $84,808-63.3% |
| Participation rate | 76.7% | 58.2%+18.5pp | 69.8%+6.9pp | 68.3%+8.4pp |
| Annual return | 19.07% | 58.34%-39.3pp | 425.95%-406.9pp | 40.90%-21.8pp |
| Employer contribution / active EE | $1,944 | $1,535+26.7% | $3,674-47.1% | $2,631-26.1% |
| Participant deferral / active EE | $3,482 | $2,671+30.4% | $4,083-14.7% | $4,212-17.3% |
| Admin fee / account holder | $2,170 | $4,497-51.8% | $6,065-64.2% | $7,344-70.5% |