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 | $37,004 | $85,766-56.9% | $136,294-72.8% | $70,131-47.2% |
| Participation rate | 87.5% | 74.2%+13.3pp | 81.9%+5.6pp | 69.5%+18.0pp |
| Annual return | 37.14% | 31.45%+5.7pp | 5155.94%-5118.8pp | 73.14%-36.0pp |
| Employer contribution / active EE | $3,386 | $2,966+14.1% | $4,695-27.9% | $2,342+44.5% |
| Participant deferral / active EE | $5,340 | $5,051+5.7% | $6,247-14.5% | $3,332+60.3% |
| Admin fee / account holder | $433 | $5,420-92.0% | $9,243-95.3% | $4,645-90.7% |