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 | $40,147 | $56,317-28.7% | $71,209-43.6% | $74,304-46.0% |
| Participation rate | 85.8% | 55.1%+30.7pp | 73.8%+12.1pp | 60.3%+25.5pp |
| Annual return | 28.95% | 42.83%-13.9pp | 282.51%-253.6pp | 29.43%-0.5pp |
| Employer contribution / active EE | $3,220 | $2,160+49.1% | $2,721+18.3% | $2,241+43.7% |
| Participant deferral / active EE | $7,454 | $2,788+167.4% | $4,175+78.5% | $3,767+97.9% |
| Admin fee / account holder | $1,024 | $2,290-55.3% | $5,349-80.9% | $2,969-65.5% |