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 | $40,917 | $91,538-55.3% | $129,995-68.5% | $75,163-45.6% |
| Participation rate | 97.0% | 71.4%+25.5pp | 78.5%+18.5pp | 67.2%+29.8pp |
| Annual return | 15.62% | -631.11%+646.7pp | -137.18%+152.8pp | 160.62%-145.0pp |
| Employer contribution / active EE | $3,376 | $2,845+18.7% | $4,320-21.8% | $2,670+26.5% |
| Participant deferral / active EE | $5,983 | $4,341+37.8% | $5,820+2.8% | $4,125+45.0% |
| Admin fee / account holder | $596 | $6,790-91.2% | $10,614-94.4% | $5,651-89.5% |