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 | $29,109 | $95,416-69.5% | $185,823-84.3% | $85,850-66.1% |
| Participation rate | 88.9% | 68.8%+20.1pp | 81.7%+7.2pp | 69.3%+19.6pp |
| Annual return | 24.31% | 23.59%+0.7pp | 122.05%-97.7pp | 318.53%-294.2pp |
| Employer contribution / active EE | $1,569 | $3,314-52.7% | $5,167-69.6% | $2,565-38.8% |
| Participant deferral / active EE | $3,166 | $3,423-7.5% | $5,568-43.1% | $3,952-19.9% |
| Admin fee / account holder | $9,350 | $7,213+29.6% | $16,237-42.4% | $6,260+49.4% |