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 | $52,433 | $54,705-4.2% | $71,209-26.4% | $84,808-38.2% |
| Participation rate | 94.1% | 64.1%+30.0pp | 73.8%+20.4pp | 68.3%+25.8pp |
| Annual return | 29.28% | 35.90%-6.6pp | 282.51%-253.2pp | 40.90%-11.6pp |
| Employer contribution / active EE | $3,985 | $2,158+84.7% | $2,721+46.5% | $2,631+51.5% |
| Participant deferral / active EE | $7,379 | $3,030+143.5% | $4,175+76.7% | $4,212+75.2% |
| Admin fee / account holder | $342 | $4,863-93.0% | $5,349-93.6% | $7,344-95.3% |