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 | $25,807 | $98,750-73.9% | $149,696-82.8% | $79,858-67.7% |
| Participation rate | 70.7% | 75.8%-5.0pp | 82.5%-11.7pp | 69.6%+1.1pp |
| Annual return | 23.55% | 27.43%-3.9pp | 276.60%-253.0pp | 31.71%-8.2pp |
| Employer contribution / active EE | $1,408 | $3,216-56.2% | $4,644-69.7% | $2,471-43.0% |
| Participant deferral / active EE | $3,022 | $5,680-46.8% | $6,842-55.8% | $3,740-19.2% |
| Admin fee / account holder | $1,263 | $6,053-79.1% | $9,309-86.4% | $5,306-76.2% |