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 | $38,122 | $58,208-34.5% | $81,812-53.4% | $80,856-52.9% |
| Participation rate | 92.1% | 63.4%+28.7pp | 72.3%+19.8pp | 67.6%+24.5pp |
| Annual return | 13.37% | 41.66%-28.3pp | 773.79%-760.4pp | 35.59%-22.2pp |
| Employer contribution / active EE | $3,595 | $2,340+53.6% | $2,912+23.4% | $2,755+30.5% |
| Participant deferral / active EE | $7,100 | $3,281+116.4% | $4,319+64.4% | $4,296+65.3% |
| Admin fee / account holder | $3,564 | $4,981-28.4% | $7,386-51.7% | $6,918-48.5% |