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 | $34,262 | $89,355-61.7% | $141,162-75.7% | $72,985-53.1% |
| Participation rate | 83.8% | 75.1%+8.7pp | 82.5%+1.3pp | 69.5%+14.3pp |
| Annual return | 22.91% | 111.85%-88.9pp | 71.39%-48.5pp | 81.00%-58.1pp |
| Employer contribution / active EE | $2,791 | $3,114-10.4% | $4,735-41.1% | $2,440+14.4% |
| Participant deferral / active EE | $9,045 | $5,418+66.9% | $6,709+34.8% | $3,607+150.7% |
| Admin fee / account holder | $1,952 | $5,958-67.2% | $10,261-81.0% | $5,124-61.9% |