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 | $37,335 | $54,705-31.8% | $71,209-47.6% | $84,808-56.0% |
| Participation rate | 70.6% | 64.1%+6.5pp | 73.8%-3.2pp | 68.3%+2.3pp |
| Annual return | 16.89% | 35.90%-19.0pp | 282.51%-265.6pp | 40.90%-24.0pp |
| Employer contribution / active EE | $3,028 | $2,158+40.3% | $2,721+11.3% | $2,631+15.1% |
| Participant deferral / active EE | $5,133 | $3,030+69.4% | $4,175+22.9% | $4,212+21.9% |
| Admin fee / account holder | $4,737 | $4,863-2.6% | $5,349-11.4% | $7,344-35.5% |