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 | $39,098 | $89,753-56.4% | $107,525-63.6% | $84,808-53.9% |
| Participation rate | 94.7% | 68.1%+26.7pp | 75.1%+19.7pp | 68.3%+26.4pp |
| Annual return | 13.53% | 29.48%-16.0pp | 181.32%-167.8pp | 40.90%-27.4pp |
| Employer contribution / active EE | $8,880 | $3,113+185.2% | $3,754+136.6% | $2,631+237.5% |
| Participant deferral / active EE | $3,943 | $4,056-2.8% | $5,116-22.9% | $4,212-6.4% |
| Admin fee / account holder | $1,169 | $7,222-83.8% | $8,919-86.9% | $7,344-84.1% |