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 | $40,251 | $85,766-53.1% | $136,294-70.5% | $70,131-42.6% |
| Participation rate | 93.8% | 74.2%+19.6pp | 81.9%+11.8pp | 69.5%+24.2pp |
| Annual return | 26.98% | 31.45%-4.5pp | 5155.94%-5129.0pp | 73.14%-46.2pp |
| Employer contribution / active EE | $3,668 | $2,966+23.7% | $4,695-21.9% | $2,342+56.6% |
| Participant deferral / active EE | $8,564 | $5,051+69.5% | $6,247+37.1% | $3,332+157.0% |
| Admin fee / account holder | $3,815 | $5,420-29.6% | $9,243-58.7% | $4,645-17.9% |