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 | $40,157 | $118,680-66.2% | $98,907-59.4% | $158,922-74.7% |
| Participation rate | 94.1% | 77.8%+16.3pp | 76.0%+18.1pp | 82.0%+12.2pp |
| Annual return | 14.98% | 372.35%-357.4pp | 196.43%-181.4pp | 302.83%-287.8pp |
| Employer contribution / active EE | $2,206 | $3,333-33.8% | $2,689-18.0% | $4,761-53.7% |
| Participant deferral / active EE | $3,159 | $5,088-37.9% | $4,244-25.6% | $5,982-47.2% |
| Admin fee / account holder | $1,210 | $10,131-88.1% | $6,642-81.8% | $11,246-89.2% |