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 | $32,511 | $49,922-34.9% | $80,569-59.6% | $75,163-56.7% |
| Participation rate | 78.4% | 55.3%+23.1pp | 67.0%+11.4pp | 67.2%+11.2pp |
| Annual return | 20.42% | 34.69%-14.3pp | 935.43%-915.0pp | 160.62%-140.2pp |
| Employer contribution / active EE | $2,253 | $1,698+32.7% | $2,723-17.3% | $2,670-15.6% |
| Participant deferral / active EE | $8,561 | $2,990+186.3% | $4,447+92.5% | $4,125+107.5% |
| Admin fee / account holder | $1,607 | $3,577-55.1% | $5,377-70.1% | $5,651-71.6% |