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 | $37,384 | $95,561-60.9% | $77,163-51.6% | $139,434-73.2% |
| Participation rate | 93.3% | 73.9%+19.4pp | 69.6%+23.8pp | 80.3%+13.0pp |
| Annual return | 17.40% | 54.92%-37.5pp | 37.87%-20.5pp | 372.94%-355.5pp |
| Employer contribution / active EE | $6,432 | $3,147+104.4% | $2,535+153.8% | $4,751+35.4% |
| Participant deferral / active EE | $1,608 | $4,624-65.2% | $3,833-58.0% | $6,710-76.0% |
| Admin fee / account holder | $378 | $8,295-95.4% | $5,472-93.1% | $11,403-96.7% |