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 | $27,340 | $56,114-51.3% | $96,139-71.6% | $85,850-68.2% |
| Participation rate | 92.0% | 56.7%+35.3pp | 68.4%+23.6pp | 69.3%+22.7pp |
| Annual return | 15.21% | 42.30%-27.1pp | 191.94%-176.7pp | 318.53%-303.3pp |
| Employer contribution / active EE | $1,620 | $1,6200% | $2,797-42.1% | $2,565-36.9% |
| Participant deferral / active EE | $4,031 | $2,859+41.0% | $4,349-7.3% | $3,952+2.0% |
| Admin fee / account holder | $326 | $3,768-91.4% | $5,537-94.1% | $6,260-94.8% |