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 | $19,300 | $85,202-77.3% | $172,739-88.8% | $72,985-73.6% |
| Participation rate | 83.9% | 70.1%+13.8pp | 82.6%+1.2pp | 69.5%+14.4pp |
| Annual return | 18.52% | 27.32%-8.8pp | 802.84%-784.3pp | 81.00%-62.5pp |
| Employer contribution / active EE | $2,527 | $3,324-24.0% | $5,143-50.9% | $2,440+3.6% |
| Participant deferral / active EE | $7,112 | $3,260+118.1% | $5,198+36.8% | $3,607+97.1% |
| Admin fee / account holder | $10,150 | $5,884+72.5% | $13,954-27.3% | $5,124+98.1% |