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 | $22,192 | $85,202-74.0% | $172,739-87.2% | $72,985-69.6% |
| Participation rate | 84.4% | 70.1%+14.3pp | 82.6%+1.7pp | 69.5%+14.9pp |
| Annual return | 24.48% | 27.32%-2.8pp | 802.84%-778.4pp | 81.00%-56.5pp |
| Employer contribution / active EE | $2,335 | $3,324-29.8% | $5,143-54.6% | $2,440-4.3% |
| Participant deferral / active EE | $3,788 | $3,260+16.2% | $5,198-27.1% | $3,607+5.0% |
| Admin fee / account holder | $2,194 | $5,884-62.7% | $13,954-84.3% | $5,124-57.2% |