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 | $19,089 | $47,848-60.1% | $81,478-76.6% | $70,131-72.8% |
| Participation rate | 75.0% | 58.3%+16.7pp | 68.0%+7.0pp | 69.5%+5.5pp |
| Annual return | 49.50% | 27.25%+22.3pp | 38.78%+10.7pp | 73.14%-23.6pp |
| Employer contribution / active EE | $3,174 | $1,527+107.8% | $2,568+23.6% | $2,342+35.5% |
| Participant deferral / active EE | $6,547 | $2,453+166.9% | $3,537+85.1% | $3,332+96.5% |
| Admin fee / account holder | $1,527 | $3,145-51.4% | $4,561-66.5% | $4,645-67.1% |