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 | $29,620 | $56,114-47.2% | $96,139-69.2% | $85,850-65.5% |
| Participation rate | 93.8% | 56.7%+37.0pp | 68.4%+25.3pp | 69.3%+24.4pp |
| Annual return | 15.01% | 42.30%-27.3pp | 191.94%-176.9pp | 318.53%-303.5pp |
| Employer contribution / active EE | $3,055 | $1,620+88.6% | $2,797+9.2% | $2,565+19.1% |
| Participant deferral / active EE | $4,757 | $2,859+66.4% | $4,349+9.4% | $3,952+20.4% |
| Admin fee / account holder | $693 | $3,768-81.6% | $5,537-87.5% | $6,260-88.9% |