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 | $31,421 | $84,233-62.7% | $170,442-81.6% | $70,131-55.2% |
| Participation rate | 82.9% | 70.8%+12.0pp | 83.6%-0.7pp | 69.5%+13.3pp |
| Annual return | 21.59% | 23.06%-1.5pp | 205.93%-184.3pp | 73.14%-51.5pp |
| Employer contribution / active EE | $2,841 | $3,387-16.1% | $5,433-47.7% | $2,342+21.3% |
| Participant deferral / active EE | $2,611 | $3,086-15.4% | $4,939-47.1% | $3,332-21.6% |
| Admin fee / account holder | $735 | $5,698-87.1% | $13,880-94.7% | $4,645-84.2% |