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 | $28,252 | $210,648-86.6% | $177,989-84.1% | $145,922-80.6% |
| Participation rate | 87.5% | 80.8%+6.7pp | 77.1%+10.4pp | 80.3%+7.2pp |
| Annual return | 10.88% | 385.86%-375.0pp | 294.48%-283.6pp | 561.29%-550.4pp |
| Employer contribution / active EE | $1,466 | $4,565-67.9% | $3,949-62.9% | $4,660-68.5% |
| Participant deferral / active EE | $2,022 | $6,958-70.9% | $6,276-67.8% | $6,688-69.8% |
| Admin fee / account holder | $3,130 | $12,013-73.9% | $10,363-69.8% | $13,397-76.6% |