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 | $23,239 | $77,145-69.9% | $108,410-78.6% | $85,850-72.9% |
| Participation rate | 97.1% | 74.7%+22.4pp | 80.1%+16.9pp | 69.3%+27.7pp |
| Annual return | 16.60% | 44.54%-27.9pp | 905.27%-888.7pp | 318.53%-301.9pp |
| Employer contribution / active EE | $4,141 | $2,379+74.0% | $3,558+16.4% | $2,565+61.4% |
| Participant deferral / active EE | $4,123 | $5,566-25.9% | $6,563-37.2% | $3,952+4.3% |
| Admin fee / account holder | $449 | $5,172-91.3% | $7,295-93.8% | $6,260-92.8% |