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 | $30,103 | $24,730+21.7% | $66,042-54.4% | $84,808-64.5% |
| Participation rate | 89.5% | 68.1%+21.4pp | 67.5%+22.0pp | 68.3%+21.2pp |
| Annual return | 14.16% | 79.55%-65.4pp | 52.11%-38.0pp | 40.90%-26.7pp |
| Employer contribution / active EE | $1,410 | $857+64.6% | $1,579-10.7% | $2,631-46.4% |
| Participant deferral / active EE | $3,188 | $1,737+83.5% | $2,835+12.4% | $4,212-24.3% |
| Admin fee / account holder | $1,187 | $3,014-60.6% | $5,747-79.3% | $7,344-83.8% |