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 5-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 | $30,076 | $48,795-38.4% | $65,493-54.1% | $84,808-64.5% |
| Participation rate | 94.0% | 67.0%+27.1pp | 73.1%+20.9pp | 68.3%+25.7pp |
| Annual return | 18.89% | 20.20%-1.3pp | 982.45%-963.6pp | 40.90%-22.0pp |
| Employer contribution / active EE | $3,430 | $1,930+77.8% | $2,574+33.2% | $2,631+30.4% |
| Participant deferral / active EE | $4,655 | $2,928+59.0% | $3,961+17.5% | $4,212+10.5% |
| Admin fee / account holder | $1,297 | $3,877-66.5% | $5,028-74.2% | $7,344-82.3% |