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 | $25,561 | $91,190-72.0% | $178,490-85.7% | $79,858-68.0% |
| Participation rate | 76.9% | 69.2%+7.7pp | 81.9%-5.0pp | 69.6%+7.3pp |
| Annual return | 19.85% | 24.19%-4.3pp | 151.07%-131.2pp | 31.71%-11.9pp |
| Employer contribution / active EE | $2,192 | $3,256-32.7% | $5,011-56.3% | $2,471-11.3% |
| Participant deferral / active EE | $8,197 | $3,236+153.3% | $5,202+57.6% | $3,740+119.2% |
| Admin fee / account holder | $2,462 | $6,751-63.5% | $13,984-82.4% | $5,306-53.6% |