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 | $30,655 | $56,114-45.4% | $96,139-68.1% | $85,850-64.3% |
| Participation rate | 79.7% | 56.7%+23.0pp | 68.4%+11.2pp | 69.3%+10.4pp |
| Annual return | 15.00% | 42.30%-27.3pp | 191.94%-176.9pp | 318.53%-303.5pp |
| Employer contribution / active EE | $1,921 | $1,620+18.6% | $2,797-31.3% | $2,565-25.1% |
| Participant deferral / active EE | $6,031 | $2,859+110.9% | $4,349+38.7% | $3,952+52.6% |
| Admin fee / account holder | $8,252 | $3,768+119.0% | $5,537+49.0% | $6,260+31.8% |