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 | $26,962 | $108,919-75.2% | $100,391-73.1% | $145,922-81.5% |
| Participation rate | 81.3% | 82.9%-1.7pp | 81.5%-0.2pp | 80.3%+1.0pp |
| Annual return | 12.84% | 57.88%-45.0pp | 49.20%-36.4pp | 561.29%-548.4pp |
| Employer contribution / active EE | $1,465 | $4,419-66.9% | $3,942-62.8% | $4,660-68.6% |
| Participant deferral / active EE | $4,578 | $8,445-45.8% | $8,082-43.4% | $6,688-31.5% |
| Admin fee / account holder | $707 | $9,689-92.7% | $7,899-91.0% | $13,397-94.7% |