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 | $33,704 | $53,516-37.0% | $126,539-73.4% | $84,808-60.3% |
| Participation rate | 93.5% | 58.2%+35.3pp | 69.8%+23.7pp | 68.3%+25.2pp |
| Annual return | 14.72% | 58.34%-43.6pp | 425.95%-411.2pp | 40.90%-26.2pp |
| Employer contribution / active EE | $2,345 | $1,535+52.8% | $3,674-36.2% | $2,631-10.9% |
| Participant deferral / active EE | $6,170 | $2,671+131.0% | $4,083+51.1% | $4,212+46.5% |
| Admin fee / account holder | $1,675 | $4,497-62.8% | $6,065-72.4% | $7,344-77.2% |