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 | $37,005 | $176,377-79.0% | $134,143-72.4% | $158,922-76.7% |
| Participation rate | 94.1% | 78.7%+15.4pp | 72.2%+21.9pp | 82.0%+12.2pp |
| Annual return | 13.68% | 63.63%-49.9pp | 36.33%-22.6pp | 302.83%-289.1pp |
| Employer contribution / active EE | $2,463 | $5,040-51.1% | $3,704-33.5% | $4,761-48.3% |
| Participant deferral / active EE | $8,731 | $4,091+113.4% | $3,499+149.5% | $5,982+45.9% |
| Admin fee / account holder | $2,311 | $8,718-73.5% | $6,684-65.4% | $11,246-79.4% |