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 | $22,176 | $91,190-75.7% | $178,490-87.6% | $79,858-72.2% |
| Participation rate | 93.8% | 69.2%+24.5pp | 81.9%+11.8pp | 69.6%+24.1pp |
| Annual return | 14.99% | 24.19%-9.2pp | 151.07%-136.1pp | 31.71%-16.7pp |
| Employer contribution / active EE | $2,149 | $3,256-34.0% | $5,011-57.1% | $2,471-13.0% |
| Participant deferral / active EE | $4,257 | $3,236+31.5% | $5,202-18.2% | $3,740+13.8% |
| Admin fee / account holder | $5,306 | $6,751-21.4% | $13,984-62.1% | $5,3060% |