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 | $22,342 | $84,233-73.5% | $170,442-86.9% | $70,131-68.1% |
| Participation rate | 94.3% | 70.8%+23.5pp | 83.6%+10.7pp | 69.5%+24.7pp |
| Annual return | 14.59% | 23.06%-8.5pp | 205.93%-191.3pp | 73.14%-58.6pp |
| Employer contribution / active EE | $2,324 | $3,387-31.4% | $5,433-57.2% | $2,342-0.8% |
| Participant deferral / active EE | $2,410 | $3,086-21.9% | $4,939-51.2% | $3,332-27.7% |
| Admin fee / account holder | $1,831 | $5,698-67.9% | $13,880-86.8% | $4,645-60.6% |