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 | $30,958 | $91,190-66.1% | $178,490-82.7% | $79,858-61.2% |
| Participation rate | 92.9% | 69.2%+23.7pp | 81.9%+10.9pp | 69.6%+23.2pp |
| Annual return | 15.04% | 24.19%-9.1pp | 151.07%-136.0pp | 31.71%-16.7pp |
| Employer contribution / active EE | $2,981 | $3,256-8.4% | $5,011-40.5% | $2,471+20.7% |
| Participant deferral / active EE | $2,206 | $3,236-31.8% | $5,202-57.6% | $3,740-41.0% |
| Admin fee / account holder | $1,835 | $6,751-72.8% | $13,984-86.9% | $5,306-65.4% |