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 | $27,072 | $91,190-70.3% | $178,490-84.8% | $79,858-66.1% |
| Participation rate | 86.0% | 69.2%+16.8pp | 81.9%+4.1pp | 69.6%+16.4pp |
| Annual return | 16.36% | 24.19%-7.8pp | 151.07%-134.7pp | 31.71%-15.4pp |
| Employer contribution / active EE | $2,824 | $3,256-13.2% | $5,011-43.6% | $2,471+14.3% |
| Participant deferral / active EE | $2,883 | $3,236-10.9% | $5,202-44.6% | $3,740-22.9% |
| Admin fee / account holder | $1,028 | $6,751-84.8% | $13,984-92.6% | $5,306-80.6% |