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 | $37,167 | $118,680-68.7% | $98,907-62.4% | $158,922-76.6% |
| Participation rate | 94.7% | 77.8%+16.9pp | 76.0%+18.7pp | 82.0%+12.8pp |
| Annual return | 29.12% | 372.35%-343.2pp | 196.43%-167.3pp | 302.83%-273.7pp |
| Employer contribution / active EE | $1,564 | $3,333-53.1% | $2,689-41.8% | $4,761-67.2% |
| Participant deferral / active EE | $3,981 | $5,088-21.8% | $4,244-6.2% | $5,982-33.5% |
| Admin fee / account holder | $2,109 | $10,131-79.2% | $6,642-68.2% | $11,246-81.2% |