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 | $29,599 | $107,334-72.4% | $92,893-68.1% | $152,861-80.6% |
| Participation rate | 93.8% | 79.8%+14.0pp | 76.0%+17.7pp | 82.4%+11.3pp |
| Annual return | 27.19% | 145.58%-118.4pp | 109.41%-82.2pp | 345.32%-318.1pp |
| Employer contribution / active EE | $1,801 | $4,221-57.3% | $3,653-50.7% | $4,762-62.2% |
| Participant deferral / active EE | $5,113 | $4,845+5.5% | $4,236+20.7% | $5,850-12.6% |
| Admin fee / account holder | $668 | $7,079-90.6% | $5,794-88.5% | $11,596-94.2% |