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 | $24,286 | $89,355-72.8% | $141,162-82.8% | $72,985-66.7% |
| Participation rate | 94.7% | 75.1%+19.6pp | 82.5%+12.3pp | 69.5%+25.3pp |
| Annual return | 26.18% | 111.85%-85.7pp | 71.39%-45.2pp | 81.00%-54.8pp |
| Employer contribution / active EE | $2,529 | $3,114-18.8% | $4,735-46.6% | $2,440+3.7% |
| Participant deferral / active EE | $5,762 | $5,418+6.3% | $6,709-14.1% | $3,607+59.7% |
| Admin fee / account holder | $758 | $5,958-87.3% | $10,261-92.6% | $5,124-85.2% |