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 | $28,798 | $67,984-57.6% | $65,493-56.0% | $74,304-61.2% |
| Participation rate | 89.1% | 66.3%+22.7pp | 73.1%+16.0pp | 60.3%+28.7pp |
| Annual return | 17.83% | 19.87%-2.0pp | 982.45%-964.6pp | 29.43%-11.6pp |
| Employer contribution / active EE | $1,326 | $2,491-46.8% | $2,574-48.5% | $2,241-40.9% |
| Participant deferral / active EE | $4,198 | $3,346+25.4% | $3,961+6.0% | $3,767+11.4% |
| Admin fee / account holder | $382 | $1,373-72.2% | $5,028-92.4% | $2,969-87.1% |