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 | $36,395 | $63,346-42.5% | $92,233-60.5% | $70,131-48.1% |
| Participation rate | 78.0% | 68.7%+9.3pp | 76.5%+1.5pp | 69.5%+8.5pp |
| Annual return | 25.69% | 530.12%-504.4pp | 176.28%-150.6pp | 73.14%-47.4pp |
| Employer contribution / active EE | $7,494 | $2,471+203.3% | $3,679+103.7% | $2,342+219.9% |
| Participant deferral / active EE | $4,895 | $2,854+71.5% | $3,897+25.6% | $3,332+46.9% |
| Admin fee / account holder | $627 | $3,840-83.7% | $5,194-87.9% | $4,645-86.5% |