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 | $18,244 | $109,327-83.3% | $89,391-79.6% | $158,922-88.5% |
| Participation rate | 90.9% | 74.3%+16.6pp | 68.0%+22.9pp | 82.0%+9.0pp |
| Annual return | 26.31% | 345.68%-319.4pp | 245.62%-219.3pp | 302.83%-276.5pp |
| Employer contribution / active EE | $2,327 | $3,170-26.6% | $2,586-10.0% | $4,761-51.1% |
| Participant deferral / active EE | $2,867 | $4,598-37.6% | $3,890-26.3% | $5,982-52.1% |
| Admin fee / account holder | $340 | $6,153-94.5% | $4,881-93.0% | $11,246-97.0% |