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 | $26,639 | $76,000-64.9% | $154,107-82.7% | $64,186-58.5% |
| Participation rate | 96.7% | 70.4%+26.3pp | 83.0%+13.7pp | 69.6%+27.2pp |
| Annual return | 8.40% | 30.32%-21.9pp | 735.12%-726.7pp | 7.63%+0.8pp |
| Employer contribution / active EE | $1,022 | $3,351-69.5% | $5,298-80.7% | $2,381-57.1% |
| Participant deferral / active EE | $2,570 | $3,175-19.1% | $5,081-49.4% | $3,470-25.9% |
| Admin fee / account holder | $2,597 | $5,596-53.6% | $13,411-80.6% | $4,888-46.9% |