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 | $35,908 | $56,114-36.0% | $96,139-62.6% | $85,850-58.2% |
| Participation rate | 76.5% | 56.7%+19.7pp | 68.4%+8.0pp | 69.3%+7.2pp |
| Annual return | 14.97% | 42.30%-27.3pp | 191.94%-177.0pp | 318.53%-303.6pp |
| Employer contribution / active EE | $3,386 | $1,620+109.1% | $2,797+21.1% | $2,565+32.0% |
| Participant deferral / active EE | $5,549 | $2,859+94.1% | $4,349+27.6% | $3,952+40.4% |
| Admin fee / account holder | $4,168 | $3,768+10.6% | $5,537-24.7% | $6,260-33.4% |