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 | $20,215 | $85,202-76.3% | $172,739-88.3% | $72,985-72.3% |
| Participation rate | 95.8% | 70.1%+25.8pp | 82.6%+13.2pp | 69.5%+26.3pp |
| Annual return | 16.60% | 27.32%-10.7pp | 802.84%-786.2pp | 81.00%-64.4pp |
| Employer contribution / active EE | $1,018 | $3,324-69.4% | $5,143-80.2% | $2,440-58.3% |
| Participant deferral / active EE | $1,022 | $3,260-68.7% | $5,198-80.3% | $3,607-71.7% |
| Admin fee / account holder | $774 | $5,884-86.8% | $13,954-94.5% | $5,124-84.9% |