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 | $34,134 | $100,326-66.0% | $180,183-81.1% | $84,808-59.8% |
| Participation rate | 88.6% | 71.0%+17.6pp | 77.4%+11.1pp | 68.3%+20.3pp |
| Annual return | 40.74% | 17.86%+22.9pp | 27.86%+12.9pp | 40.90%-0.2pp |
| Employer contribution / active EE | $4,121 | $3,269+26.0% | $5,039-18.2% | $2,631+56.6% |
| Participant deferral / active EE | $6,476 | $5,066+27.8% | $6,822-5.1% | $4,212+53.8% |
| Admin fee / account holder | $3,299 | $9,674-65.9% | $19,975-83.5% | $7,344-55.1% |