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 | $34,942 | $105,181-66.8% | $159,436-78.1% | $85,850-59.3% |
| Participation rate | 86.4% | 75.8%+10.6pp | 82.8%+3.5pp | 69.3%+17.0pp |
| Annual return | 20.77% | 45.07%-24.3pp | 263.57%-242.8pp | 318.53%-297.8pp |
| Employer contribution / active EE | $2,584 | $3,318-22.1% | $4,829-46.5% | $2,565+0.7% |
| Participant deferral / active EE | $6,400 | $5,945+7.7% | $7,352-13.0% | $3,952+61.9% |
| Admin fee / account holder | $1,380 | $6,933-80.1% | $10,799-87.2% | $6,260-78.0% |