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 | $33,451 | $60,124-44.4% | $90,404-63.0% | $79,858-58.1% |
| Participation rate | 87.0% | 65.0%+22.0pp | 72.7%+14.3pp | 69.6%+17.4pp |
| Annual return | 15.75% | 71.94%-56.2pp | 1293.02%-1277.3pp | 31.71%-16.0pp |
| Employer contribution / active EE | $2,666 | $2,068+28.9% | $3,262-18.3% | $2,471+7.9% |
| Participant deferral / active EE | $3,788 | $2,938+28.9% | $3,963-4.4% | $3,740+1.3% |
| Admin fee / account holder | $3,140 | $3,976-21.0% | $5,611-44.0% | $5,306-40.8% |