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 | $37,452 | $89,355-58.1% | $141,162-73.5% | $72,985-48.7% |
| Participation rate | 92.0% | 75.1%+16.9pp | 82.5%+9.5pp | 69.5%+22.5pp |
| Annual return | 26.63% | 111.85%-85.2pp | 71.39%-44.8pp | 81.00%-54.4pp |
| Employer contribution / active EE | $2,128 | $3,114-31.7% | $4,735-55.1% | $2,440-12.8% |
| Participant deferral / active EE | $4,687 | $5,418-13.5% | $6,709-30.1% | $3,607+29.9% |
| Admin fee / account holder | $340 | $5,958-94.3% | $10,261-96.7% | $5,124-93.4% |