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 | $27,662 | $48,795-43.3% | $65,493-57.8% | $84,808-67.4% |
| Participation rate | 92.6% | 67.0%+25.6pp | 73.1%+19.5pp | 68.3%+24.3pp |
| Annual return | 17.83% | 20.20%-2.4pp | 982.45%-964.6pp | 40.90%-23.1pp |
| Employer contribution / active EE | $1,431 | $1,930-25.8% | $2,574-44.4% | $2,631-45.6% |
| Participant deferral / active EE | $3,308 | $2,928+12.9% | $3,961-16.5% | $4,212-21.5% |
| Admin fee / account holder | $672 | $3,877-82.7% | $5,028-86.6% | $7,344-90.9% |