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 | $30,581 | $98,750-69.0% | $149,696-79.6% | $79,858-61.7% |
| Participation rate | 88.0% | 75.8%+12.2pp | 82.5%+5.5pp | 69.6%+18.4pp |
| Annual return | 34.94% | 27.43%+7.5pp | 276.60%-241.7pp | 31.71%+3.2pp |
| Employer contribution / active EE | $815 | $3,216-74.7% | $4,644-82.4% | $2,471-67.0% |
| Participant deferral / active EE | $5,659 | $5,680-0.4% | $6,842-17.3% | $3,740+51.3% |
| Admin fee / account holder | $1,008 | $6,053-83.3% | $9,309-89.2% | $5,306-81.0% |