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 | $23,575 | $104,907-77.5% | $84,611-72.1% | $152,861-84.6% |
| Participation rate | 83.3% | 74.8%+8.5pp | 68.2%+15.1pp | 82.4%+0.9pp |
| Annual return | 18.36% | 373.79%-355.4pp | 258.74%-240.4pp | 345.32%-327.0pp |
| Employer contribution / active EE | $1,125 | $3,302-65.9% | $2,652-57.6% | $4,762-76.4% |
| Participant deferral / active EE | $2,379 | $4,688-49.3% | $3,899-39.0% | $5,850-59.3% |
| Admin fee / account holder | $1,338 | $6,241-78.6% | $4,912-72.8% | $11,596-88.5% |