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 | $28,364 | $85,766-66.9% | $136,294-79.2% | $70,131-59.6% |
| Participation rate | 87.7% | 74.2%+13.6pp | 81.9%+5.8pp | 69.5%+18.2pp |
| Annual return | 27.89% | 31.45%-3.6pp | 5155.94%-5128.1pp | 73.14%-45.3pp |
| Employer contribution / active EE | $3,450 | $2,966+16.3% | $4,695-26.5% | $2,342+47.3% |
| Participant deferral / active EE | $6,531 | $5,051+29.3% | $6,247+4.5% | $3,332+96.0% |
| Admin fee / account holder | $387 | $5,420-92.9% | $9,243-95.8% | $4,645-91.7% |