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 | $22,473 | $63,346-64.5% | $92,233-75.6% | $70,131-68.0% |
| Participation rate | 76.2% | 68.7%+7.5pp | 76.5%-0.3pp | 69.5%+6.6pp |
| Annual return | 15.98% | 530.12%-514.1pp | 176.28%-160.3pp | 73.14%-57.2pp |
| Employer contribution / active EE | $5,150 | $2,471+108.4% | $3,679+40.0% | $2,342+119.9% |
| Participant deferral / active EE | $1,660 | $2,854-41.8% | $3,897-57.4% | $3,332-50.2% |
| Admin fee / account holder | $1,932 | $3,840-49.7% | $5,194-62.8% | $4,645-58.4% |