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 | $28,755 | $85,766-66.5% | $136,294-78.9% | $70,131-59.0% |
| Participation rate | 92.6% | 74.2%+18.4pp | 81.9%+10.7pp | 69.5%+23.1pp |
| Annual return | 23.30% | 31.45%-8.2pp | 5155.94%-5132.6pp | 73.14%-49.8pp |
| Employer contribution / active EE | $3,285 | $2,966+10.8% | $4,695-30.0% | $2,342+40.3% |
| Participant deferral / active EE | $6,817 | $5,051+34.9% | $6,247+9.1% | $3,332+104.6% |
| Admin fee / account holder | $1,214 | $5,420-77.6% | $9,243-86.9% | $4,645-73.9% |