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 | $23,351 | $85,202-72.6% | $172,739-86.5% | $72,985-68.0% |
| Participation rate | 93.9% | 70.1%+23.9pp | 82.6%+11.3pp | 69.5%+24.5pp |
| Annual return | 18.38% | 27.32%-8.9pp | 802.84%-784.5pp | 81.00%-62.6pp |
| Employer contribution / active EE | $1,222 | $3,324-63.2% | $5,143-76.2% | $2,440-49.9% |
| Participant deferral / active EE | $4,576 | $3,260+40.4% | $5,198-12.0% | $3,607+26.8% |
| Admin fee / account holder | $2,526 | $5,884-57.1% | $13,954-81.9% | $5,124-50.7% |