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 | $42,247 | $30,400+39.0% | $53,898-21.6% | $84,808-50.2% |
| Participation rate | 78.2% | 46.4%+31.7pp | 55.0%+23.2pp | 68.3%+9.9pp |
| Annual return | 15.06% | 500.19%-485.1pp | 528.60%-513.5pp | 40.90%-25.8pp |
| Employer contribution / active EE | $1,686 | $603+179.8% | $932+80.9% | $2,631-35.9% |
| Participant deferral / active EE | $3,338 | $1,199+178.5% | $1,826+82.8% | $4,212-20.7% |
| Admin fee / account holder | $6,560 | $1,993+229.1% | $2,491+163.4% | $7,344-10.7% |