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 | $42,670 | $63,346-32.6% | $92,233-53.7% | $70,131-39.2% |
| Participation rate | 85.5% | 68.7%+16.8pp | 76.5%+9.0pp | 69.5%+15.9pp |
| Annual return | 16.29% | 530.12%-513.8pp | 176.28%-160.0pp | 73.14%-56.9pp |
| Employer contribution / active EE | $2,624 | $2,471+6.2% | $3,679-28.7% | $2,342+12.0% |
| Participant deferral / active EE | $5,691 | $2,854+99.4% | $3,897+46.1% | $3,332+70.8% |
| Admin fee / account holder | $3,368 | $3,840-12.3% | $5,194-35.2% | $4,645-27.5% |