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 | $26,172 | $109,982-76.2% | $97,226-73.1% | $145,922-82.1% |
| Participation rate | 73.3% | 75.9%-2.6pp | 72.7%+0.6pp | 80.3%-6.9pp |
| Annual return | 8.59% | 242.90%-234.3pp | 75.13%-66.5pp | 561.29%-552.7pp |
| Employer contribution / active EE | $1,487 | $3,084-51.8% | $2,729-45.5% | $4,660-68.1% |
| Participant deferral / active EE | $2,965 | $4,676-36.6% | $4,264-30.5% | $6,688-55.7% |
| Admin fee / account holder | $8,713 | $6,221+40.1% | $5,654+54.1% | $13,397-35.0% |