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 8-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 | $34,421 | $77,145-55.4% | $108,410-68.2% | $85,850-59.9% |
| Participation rate | 88.9% | 74.7%+14.2pp | 80.1%+8.8pp | 69.3%+19.6pp |
| Annual return | 18.14% | 44.54%-26.4pp | 905.27%-887.1pp | 318.53%-300.4pp |
| Employer contribution / active EE | $3,722 | $2,379+56.4% | $3,558+4.6% | $2,565+45.1% |
| Participant deferral / active EE | $6,960 | $5,566+25.0% | $6,563+6.1% | $3,952+76.1% |
| Admin fee / account holder | $5,256 | $5,172+1.6% | $7,295-28.0% | $6,260-16.0% |