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 | $39,761 | $63,346-37.2% | $92,233-56.9% | $70,131-43.3% |
| Participation rate | 96.9% | 68.7%+28.2pp | 76.5%+20.4pp | 69.5%+27.3pp |
| Annual return | 14.73% | 530.12%-515.4pp | 176.28%-161.5pp | 73.14%-58.4pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,096 | $2,854+8.5% | $3,897-20.5% | $3,332-7.1% |
| Admin fee / account holder | $4,009 | $3,840+4.4% | $5,194-22.8% | $4,645-13.7% |