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 | $42,074 | $68,346-38.4% | $94,646-55.5% | $75,163-44.0% |
| Participation rate | 95.7% | 76.1%+19.6pp | 80.8%+14.9pp | 67.2%+28.6pp |
| Annual return | 21.38% | 616.93%-595.6pp | 156.71%-135.3pp | 160.62%-139.2pp |
| Employer contribution / active EE | $3,224 | $2,701+19.4% | $3,672-12.2% | $2,670+20.8% |
| Participant deferral / active EE | $6,697 | $6,537+2.4% | $7,418-9.7% | $4,125+62.4% |
| Admin fee / account holder | $1,992 | $5,326-62.6% | $7,231-72.5% | $5,651-64.8% |