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 | $21,202 | $63,346-66.5% | $92,233-77.0% | $70,131-69.8% |
| Participation rate | 89.2% | 68.7%+20.5pp | 76.5%+12.7pp | 69.5%+19.6pp |
| Annual return | 14.32% | 530.12%-515.8pp | 176.28%-162.0pp | 73.14%-58.8pp |
| Employer contribution / active EE | $1,558 | $2,471-36.9% | $3,679-57.6% | $2,342-33.5% |
| Participant deferral / active EE | $2,100 | $2,854-26.4% | $3,897-46.1% | $3,332-37.0% |
| Admin fee / account holder | $759 | $3,840-80.2% | $5,194-85.4% | $4,645-83.7% |