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 | $22,902 | $53,127-56.9% | $86,590-73.6% | $70,131-67.3% |
| Participation rate | 95.0% | 65.3%+29.7pp | 73.5%+21.5pp | 69.5%+25.5pp |
| Annual return | 13.76% | 27.66%-13.9pp | 964.84%-951.1pp | 73.14%-59.4pp |
| Employer contribution / active EE | $2,775 | $2,068+34.2% | $2,839-2.3% | $2,342+18.5% |
| Participant deferral / active EE | $987 | $2,696-63.4% | $3,609-72.6% | $3,332-70.4% |
| Admin fee / account holder | $753 | $3,585-79.0% | $4,906-84.7% | $4,645-83.8% |