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 | $26,133 | $74,888-65.1% | $71,209-63.3% | $142,382-81.6% |
| Participation rate | 85.0% | 76.2%+8.8pp | 73.8%+11.2pp | 80.1%+4.9pp |
| Annual return | 15.89% | 345.14%-329.2pp | 282.51%-266.6pp | 217.08%-201.2pp |
| Employer contribution / active EE | $1,715 | $2,854-39.9% | $2,721-37.0% | $4,299-60.1% |
| Participant deferral / active EE | $3,310 | $4,454-25.7% | $4,175-20.7% | $6,507-49.1% |
| Admin fee / account holder | $356 | $5,568-93.6% | $5,349-93.3% | $12,624-97.2% |