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 | $22,984 | $89,355-74.3% | $141,162-83.7% | $72,985-68.5% |
| Participation rate | 92.6% | 75.1%+17.5pp | 82.5%+10.1pp | 69.5%+23.1pp |
| Annual return | 24.47% | 111.85%-87.4pp | 71.39%-46.9pp | 81.00%-56.5pp |
| Employer contribution / active EE | $2,250 | $3,114-27.7% | $4,735-52.5% | $2,440-7.8% |
| Participant deferral / active EE | $4,129 | $5,418-23.8% | $6,709-38.5% | $3,607+14.5% |
| Admin fee / account holder | $2,224 | $5,958-62.7% | $10,261-78.3% | $5,124-56.6% |