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 | $35,534 | $98,750-64.0% | $149,696-76.3% | $79,858-55.5% |
| Participation rate | 92.4% | 75.8%+16.7pp | 82.5%+9.9pp | 69.6%+22.8pp |
| Annual return | 20.34% | 27.43%-7.1pp | 276.60%-256.3pp | 31.71%-11.4pp |
| Employer contribution / active EE | $4,687 | $3,216+45.7% | $4,644+0.9% | $2,471+89.7% |
| Participant deferral / active EE | $4,072 | $5,680-28.3% | $6,842-40.5% | $3,740+8.9% |
| Admin fee / account holder | $989 | $6,053-83.7% | $9,309-89.4% | $5,306-81.4% |