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 | $31,217 | $77,145-59.5% | $108,410-71.2% | $85,850-63.6% |
| Participation rate | 92.2% | 74.7%+17.5pp | 80.1%+12.1pp | 69.3%+22.9pp |
| Annual return | 24.08% | 44.54%-20.5pp | 905.27%-881.2pp | 318.53%-294.5pp |
| Employer contribution / active EE | $2,801 | $2,379+17.7% | $3,558-21.3% | $2,565+9.2% |
| Participant deferral / active EE | $5,834 | $5,566+4.8% | $6,563-11.1% | $3,952+47.6% |
| Admin fee / account holder | $2,145 | $5,172-58.5% | $7,295-70.6% | $6,260-65.7% |