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 | $30,732 | $53,127-42.2% | $86,590-64.5% | $70,131-56.2% |
| Participation rate | 92.2% | 65.3%+26.9pp | 73.5%+18.6pp | 69.5%+22.6pp |
| Annual return | 27.88% | 27.66%+0.2pp | 964.84%-937.0pp | 73.14%-45.3pp |
| Employer contribution / active EE | $2,216 | $2,068+7.1% | $2,839-22.0% | $2,342-5.4% |
| Participant deferral / active EE | $3,400 | $2,696+26.1% | $3,609-5.8% | $3,332+2.0% |
| Admin fee / account holder | $317 | $3,585-91.2% | $4,906-93.5% | $4,645-93.2% |