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 | $38,667 | $77,314-50.0% | $177,989-78.3% | $80,856-52.2% |
| Participation rate | 88.5% | 65.7%+22.8pp | 77.1%+11.4pp | 67.6%+20.9pp |
| Annual return | 15.31% | 18.09%-2.8pp | 294.48%-279.2pp | 35.59%-20.3pp |
| Employer contribution / active EE | $1,153 | $2,292-49.7% | $3,949-70.8% | $2,755-58.2% |
| Participant deferral / active EE | $2,291 | $4,411-48.1% | $6,276-63.5% | $4,296-46.7% |
| Admin fee / account holder | $1,271 | $7,191-82.3% | $10,363-87.7% | $6,918-81.6% |