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 | $24,175 | $127,065-81.0% | $113,168-78.6% | $142,382-83.0% |
| Participation rate | 87.5% | 79.2%+8.3pp | 76.6%+10.9pp | 80.1%+7.4pp |
| Annual return | 11.17% | 24.03%-12.9pp | 24.27%-13.1pp | 217.08%-205.9pp |
| Employer contribution / active EE | $1,824 | $3,442-47.0% | $2,975-38.7% | $4,299-57.6% |
| Participant deferral / active EE | $10,760 | $5,716+88.2% | $5,107+110.7% | $6,507+65.4% |
| Admin fee / account holder | $2,964 | $15,736-81.2% | $12,068-75.4% | $12,624-76.5% |