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 | $18,179 | $84,233-78.4% | $170,442-89.3% | $70,131-74.1% |
| Participation rate | 84.5% | 70.8%+13.7pp | 83.6%+0.9pp | 69.5%+14.9pp |
| Annual return | 21.24% | 23.06%-1.8pp | 205.93%-184.7pp | 73.14%-51.9pp |
| Employer contribution / active EE | $619 | $3,387-81.7% | $5,433-88.6% | $2,342-73.6% |
| Participant deferral / active EE | $1,681 | $3,086-45.5% | $4,939-66.0% | $3,332-49.6% |
| Admin fee / account holder | $532 | $5,698-90.7% | $13,880-96.2% | $4,645-88.5% |