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 | $24,207 | $34,308-29.4% | $74,701-67.6% | $72,985-66.8% |
| Participation rate | 72.2% | 42.4%+29.8pp | 54.5%+17.7pp | 69.5%+2.7pp |
| Annual return | 21.88% | 26.58%-4.7pp | 752.92%-731.0pp | 81.00%-59.1pp |
| Employer contribution / active EE | $752 | $692+8.8% | $1,084-30.6% | $2,440-69.2% |
| Participant deferral / active EE | $1,049 | $1,271-17.5% | $1,964-46.6% | $3,607-70.9% |
| Admin fee / account holder | $1,220 | $2,124-42.6% | $3,333-63.4% | $5,124-76.2% |