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 | $24,421 | $91,190-73.2% | $178,490-86.3% | $79,858-69.4% |
| Participation rate | 96.3% | 69.2%+27.1pp | 81.9%+14.4pp | 69.6%+26.7pp |
| Annual return | 18.93% | 24.19%-5.3pp | 151.07%-132.1pp | 31.71%-12.8pp |
| Employer contribution / active EE | $3,108 | $3,256-4.5% | $5,011-38.0% | $2,471+25.8% |
| Participant deferral / active EE | $7,561 | $3,236+133.6% | $5,202+45.4% | $3,740+102.2% |
| Admin fee / account holder | $3,458 | $6,751-48.8% | $13,984-75.3% | $5,306-34.8% |