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 | $18,443 | $48,046-61.6% | $84,611-78.2% | $72,985-74.7% |
| Participation rate | 96.0% | 57.6%+38.4pp | 68.2%+27.8pp | 69.5%+26.5pp |
| Annual return | 22.69% | 37.38%-14.7pp | 258.74%-236.1pp | 81.00%-58.3pp |
| Employer contribution / active EE | $1,179 | $1,602-26.4% | $2,652-55.6% | $2,440-51.7% |
| Participant deferral / active EE | $3,379 | $2,680+26.1% | $3,899-13.3% | $3,607-6.3% |
| Admin fee / account holder | $848 | $3,395-75.0% | $4,912-82.7% | $5,124-83.5% |