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 | $36,620 | $78,705-53.5% | $117,854-68.9% | $70,131-47.8% |
| Participation rate | 91.7% | 73.2%+18.5pp | 79.7%+12.0pp | 69.5%+22.1pp |
| Annual return | 15.61% | 23.30%-7.7pp | 335.08%-319.5pp | 73.14%-57.5pp |
| Employer contribution / active EE | $2,650 | $2,223+19.2% | $3,786-30.0% | $2,342+13.1% |
| Participant deferral / active EE | $2,744 | $3,297-16.8% | $4,482-38.8% | $3,332-17.6% |
| Admin fee / account holder | $1,631 | $5,065-67.8% | $8,020-79.7% | $4,645-64.9% |