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 | $31,025 | $48,046-35.4% | $84,611-63.3% | $72,985-57.5% |
| Participation rate | 71.8% | 57.6%+14.2pp | 68.2%+3.5pp | 69.5%+2.3pp |
| Annual return | 30.18% | 37.38%-7.2pp | 258.74%-228.6pp | 81.00%-50.8pp |
| Employer contribution / active EE | $3,130 | $1,602+95.4% | $2,652+18.0% | $2,440+28.3% |
| Participant deferral / active EE | $4,658 | $2,680+73.8% | $3,899+19.5% | $3,607+29.1% |
| Admin fee / account holder | $831 | $3,395-75.5% | $4,912-83.1% | $5,124-83.8% |