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 | $20,952 | $53,516-60.8% | $126,539-83.4% | $84,808-75.3% |
| Participation rate | 84.0% | 58.2%+25.8pp | 69.8%+14.2pp | 68.3%+15.7pp |
| Annual return | 17.54% | 58.34%-40.8pp | 425.95%-408.4pp | 40.90%-23.4pp |
| Employer contribution / active EE | $874 | $1,535-43.1% | $3,674-76.2% | $2,631-66.8% |
| Participant deferral / active EE | $2,628 | $2,671-1.6% | $4,083-35.6% | $4,212-37.6% |
| Admin fee / account holder | $551 | $4,497-87.7% | $6,065-90.9% | $7,344-92.5% |