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 | $36,115 | $81,208-55.5% | $98,907-63.5% | $79,858-54.8% |
| Participation rate | 77.8% | 72.5%+5.3pp | 76.0%+1.8pp | 69.6%+8.1pp |
| Annual return | 21.00% | 60.99%-40.0pp | 196.43%-175.4pp | 31.71%-10.7pp |
| Employer contribution / active EE | $2,925 | $1,960+49.2% | $2,689+8.8% | $2,471+18.4% |
| Participant deferral / active EE | $5,600 | $3,265+71.5% | $4,244+31.9% | $3,740+49.7% |
| Admin fee / account holder | $2,985 | $6,013-50.4% | $6,642-55.1% | $5,306-43.8% |