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 | $22,929 | $100,773-77.2% | $88,946-74.2% | $142,382-83.9% |
| Participation rate | 95.0% | 74.3%+20.7pp | 68.8%+26.2pp | 80.1%+14.9pp |
| Annual return | 18.75% | 70.18%-51.4pp | 57.82%-39.1pp | 217.08%-198.3pp |
| Employer contribution / active EE | $1,994 | $2,918-31.7% | $2,555-22.0% | $4,299-53.6% |
| Participant deferral / active EE | $3,239 | $5,230-38.1% | $4,581-29.3% | $6,507-50.2% |
| Admin fee / account holder | $5,512 | $9,693-43.1% | $8,261-33.3% | $12,624-56.3% |