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 | $36,111 | $53,127-32.0% | $86,590-58.3% | $70,131-48.5% |
| Participation rate | 71.9% | 65.3%+6.6pp | 73.5%-1.7pp | 69.5%+2.3pp |
| Annual return | 14.91% | 27.66%-12.8pp | 964.84%-949.9pp | 73.14%-58.2pp |
| Employer contribution / active EE | $2,469 | $2,068+19.4% | $2,839-13.0% | $2,342+5.4% |
| Participant deferral / active EE | $3,956 | $2,696+46.7% | $3,609+9.6% | $3,332+18.7% |
| Admin fee / account holder | $5,121 | $3,585+42.8% | $4,906+4.4% | $4,645+10.2% |