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 | $34,950 | $98,750-64.6% | $149,696-76.7% | $79,858-56.2% |
| Participation rate | 84.6% | 75.8%+8.8pp | 82.5%+2.1pp | 69.6%+15.0pp |
| Annual return | 20.14% | 27.43%-7.3pp | 276.60%-256.5pp | 31.71%-11.6pp |
| Employer contribution / active EE | $2,406 | $3,216-25.2% | $4,644-48.2% | $2,471-2.6% |
| Participant deferral / active EE | $4,484 | $5,680-21.1% | $6,842-34.5% | $3,740+19.9% |
| Admin fee / account holder | $1,735 | $6,053-71.3% | $9,309-81.4% | $5,306-67.3% |