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 | $25,039 | $102,616-75.6% | $81,983-69.5% | $158,922-84.2% |
| Participation rate | 87.5% | 75.5%+12.0pp | 69.2%+18.3pp | 82.0%+5.5pp |
| Annual return | 16.63% | 61.04%-44.4pp | 41.31%-24.7pp | 302.83%-286.2pp |
| Employer contribution / active EE | $6,411 | $3,240+97.9% | $2,498+156.6% | $4,761+34.7% |
| Participant deferral / active EE | $5,360 | $4,648+15.3% | $3,722+44.0% | $5,982-10.4% |
| Admin fee / account holder | $2,028 | $8,235-75.4% | $5,664-64.2% | $11,246-82.0% |