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 | $41,615 | $98,750-57.9% | $149,696-72.2% | $79,858-47.9% |
| Participation rate | 93.8% | 75.8%+18.0pp | 82.5%+11.3pp | 69.6%+24.1pp |
| Annual return | 18.93% | 27.43%-8.5pp | 276.60%-257.7pp | 31.71%-12.8pp |
| Employer contribution / active EE | $3,763 | $3,216+17.0% | $4,644-19.0% | $2,471+52.3% |
| Participant deferral / active EE | $3,982 | $5,680-29.9% | $6,842-41.8% | $3,740+6.5% |
| Admin fee / account holder | $1,262 | $6,053-79.1% | $9,309-86.4% | $5,306-76.2% |