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 | $40,538 | $76,738-47.2% | $56,411-28.1% | $145,922-72.2% |
| Participation rate | 93.3% | 63.2%+30.1pp | 52.5%+40.9pp | 80.3%+13.1pp |
| Annual return | 8.90% | 2994.23%-2985.3pp | 1701.33%-1692.4pp | 561.29%-552.4pp |
| Employer contribution / active EE | $1,328 | $1,380-3.8% | $1,039+27.8% | $4,660-71.5% |
| Participant deferral / active EE | $4,616 | $2,623+76.0% | $1,952+136.5% | $6,688-31.0% |
| Admin fee / account holder | $1,807 | $3,334-45.8% | $2,829-36.1% | $13,397-86.5% |