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 | $28,567 | $56,114-49.1% | $96,139-70.3% | $85,850-66.7% |
| Participation rate | 94.6% | 56.7%+37.9pp | 68.4%+26.1pp | 69.3%+25.3pp |
| Annual return | 16.27% | 42.30%-26.0pp | 191.94%-175.7pp | 318.53%-302.3pp |
| Employer contribution / active EE | $1,935 | $1,620+19.5% | $2,797-30.8% | $2,565-24.6% |
| Participant deferral / active EE | $2,835 | $2,859-0.8% | $4,349-34.8% | $3,952-28.3% |
| Admin fee / account holder | $1,555 | $3,768-58.7% | $5,537-71.9% | $6,260-75.2% |