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 | $26,692 | $63,346-57.9% | $92,233-71.1% | $70,131-61.9% |
| Participation rate | 81.8% | 68.7%+13.1pp | 76.5%+5.3pp | 69.5%+12.3pp |
| Annual return | 19.41% | 530.12%-510.7pp | 176.28%-156.9pp | 73.14%-53.7pp |
| Employer contribution / active EE | $2,160 | $2,471-12.6% | $3,679-41.3% | $2,342-7.8% |
| Participant deferral / active EE | $3,525 | $2,854+23.5% | $3,897-9.5% | $3,332+5.8% |
| Admin fee / account holder | $710 | $3,840-81.5% | $5,194-86.3% | $4,645-84.7% |