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 | $30,067 | $85,766-64.9% | $136,294-77.9% | $70,131-57.1% |
| Participation rate | 74.5% | 74.2%+0.3pp | 81.9%-7.5pp | 69.5%+4.9pp |
| Annual return | 21.52% | 31.45%-9.9pp | 5155.94%-5134.4pp | 73.14%-51.6pp |
| Employer contribution / active EE | $2,534 | $2,966-14.6% | $4,695-46.0% | $2,342+8.2% |
| Participant deferral / active EE | $5,654 | $5,051+11.9% | $6,247-9.5% | $3,332+69.7% |
| Admin fee / account holder | $436 | $5,420-92.0% | $9,243-95.3% | $4,645-90.6% |