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 | $38,242 | $89,355-57.2% | $141,162-72.9% | $72,985-47.6% |
| Participation rate | 88.9% | 75.1%+13.8pp | 82.5%+6.4pp | 69.5%+19.4pp |
| Annual return | 32.88% | 111.85%-79.0pp | 71.39%-38.5pp | 81.00%-48.1pp |
| Employer contribution / active EE | $6,640 | $3,114+113.2% | $4,735+40.2% | $2,440+172.2% |
| Participant deferral / active EE | $7,106 | $5,418+31.2% | $6,709+5.9% | $3,607+97.0% |
| Admin fee / account holder | $372 | $5,958-93.7% | $10,261-96.4% | $5,124-92.7% |