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 | $34,244 | $135,635-74.8% | $110,238-68.9% | $135,375-74.7% |
| Participation rate | 88.9% | 83.5%+5.4pp | 79.8%+9.1pp | 82.6%+6.2pp |
| Annual return | 30.42% | 513.19%-482.8pp | 314.74%-284.3pp | 519.73%-489.3pp |
| Employer contribution / active EE | $2,070 | $4,906-57.8% | $3,826-45.9% | $4,779-56.7% |
| Participant deferral / active EE | $8,939 | $5,506+62.3% | $4,672+91.3% | $5,609+59.4% |
| Admin fee / account holder | $453 | $11,457-96.0% | $8,547-94.7% | $10,827-95.8% |