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 | $19,781 | $60,124-67.1% | $90,404-78.1% | $79,858-75.2% |
| Participation rate | 70.0% | 65.0%+5.0pp | 72.7%-2.7pp | 69.6%+0.4pp |
| Annual return | 26.58% | 71.94%-45.4pp | 1293.02%-1266.4pp | 31.71%-5.1pp |
| Employer contribution / active EE | $410 | $2,068-80.2% | $3,262-87.4% | $2,471-83.4% |
| Participant deferral / active EE | $1,216 | $2,938-58.6% | $3,963-69.3% | $3,740-67.5% |
| Admin fee / account holder | $1,905 | $3,976-52.1% | $5,611-66.0% | $5,306-64.1% |