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 | $26,493 | $118,680-77.7% | $98,907-73.2% | $158,922-83.3% |
| Participation rate | 92.9% | 77.8%+15.0pp | 76.0%+16.8pp | 82.0%+10.9pp |
| Annual return | 16.05% | 372.35%-356.3pp | 196.43%-180.4pp | 302.83%-286.8pp |
| Employer contribution / active EE | $1,921 | $3,333-42.4% | $2,689-28.5% | $4,761-59.6% |
| Participant deferral / active EE | $3,921 | $5,088-22.9% | $4,244-7.6% | $5,982-34.4% |
| Admin fee / account holder | $688 | $10,131-93.2% | $6,642-89.6% | $11,246-93.9% |