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 | $28,324 | $91,190-68.9% | $178,490-84.1% | $79,858-64.5% |
| Participation rate | 84.4% | 69.2%+15.2pp | 81.9%+2.5pp | 69.6%+14.7pp |
| Annual return | 13.70% | 24.19%-10.5pp | 151.07%-137.4pp | 31.71%-18.0pp |
| Employer contribution / active EE | $545 | $3,256-83.3% | $5,011-89.1% | $2,471-77.9% |
| Participant deferral / active EE | $2,330 | $3,236-28.0% | $5,202-55.2% | $3,740-37.7% |
| Admin fee / account holder | $887 | $6,751-86.9% | $13,984-93.7% | $5,306-83.3% |