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 | $22,811 | $136,179-83.2% | $98,755-76.9% | $167,490-86.4% |
| Participation rate | 91.7% | 70.2%+21.5pp | 65.7%+25.9pp | 82.1%+9.6pp |
| Annual return | 11.26% | 67.53%-56.3pp | 49.91%-38.7pp | 478.56%-467.3pp |
| Employer contribution / active EE | $2,440 | $2,631-7.3% | $2,067+18.0% | $4,837-49.6% |
| Participant deferral / active EE | $5,639 | $3,716+51.8% | $3,035+85.8% | $6,341-11.1% |
| Admin fee / account holder | $8,280 | $5,031+64.6% | $4,076+103.1% | $12,309-32.7% |