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 | $41,725 | $105,181-60.3% | $159,436-73.8% | $85,850-51.4% |
| Participation rate | 91.4% | 75.8%+15.7pp | 82.8%+8.6pp | 69.3%+22.1pp |
| Annual return | 17.68% | 45.07%-27.4pp | 263.57%-245.9pp | 318.53%-300.9pp |
| Employer contribution / active EE | $2,360 | $3,318-28.9% | $4,829-51.1% | $2,565-8.0% |
| Participant deferral / active EE | $4,232 | $5,945-28.8% | $7,352-42.4% | $3,952+7.1% |
| Admin fee / account holder | $752 | $6,933-89.2% | $10,799-93.0% | $6,260-88.0% |