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 | $24,160 | $108,919-77.8% | $100,391-75.9% | $145,922-83.4% |
| Participation rate | 87.5% | 82.9%+4.6pp | 81.5%+6.0pp | 80.3%+7.2pp |
| Annual return | 18.23% | 57.88%-39.7pp | 49.20%-31.0pp | 561.29%-543.1pp |
| Employer contribution / active EE | $2,472 | $4,419-44.1% | $3,942-37.3% | $4,660-47.0% |
| Participant deferral / active EE | $6,929 | $8,445-17.9% | $8,082-14.3% | $6,688+3.6% |
| Admin fee / account holder | $1,486 | $9,689-84.7% | $7,899-81.2% | $13,397-88.9% |