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 | $33,364 | $56,114-40.5% | $96,139-65.3% | $85,850-61.1% |
| Participation rate | 77.3% | 56.7%+20.6pp | 68.4%+8.8pp | 69.3%+8.0pp |
| Annual return | 15.75% | 42.30%-26.6pp | 191.94%-176.2pp | 318.53%-302.8pp |
| Employer contribution / active EE | $1,829 | $1,620+12.9% | $2,797-34.6% | $2,565-28.7% |
| Participant deferral / active EE | $3,168 | $2,859+10.8% | $4,349-27.2% | $3,952-19.8% |
| Admin fee / account holder | $2,338 | $3,768-37.9% | $5,537-57.8% | $6,260-62.6% |