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 | $20,344 | $202,432-90.0% | $169,368-88.0% | $139,434-85.4% |
| Participation rate | 85.7% | 81.1%+4.6pp | 77.1%+8.6pp | 80.3%+5.4pp |
| Annual return | 14.87% | 531.74%-516.9pp | 405.60%-390.7pp | 372.94%-358.1pp |
| Employer contribution / active EE | $4,435 | $4,692-5.5% | $4,013+10.5% | $4,751-6.6% |
| Participant deferral / active EE | $2,544 | $6,938-63.3% | $6,221-59.1% | $6,710-62.1% |
| Admin fee / account holder | $1,567 | $10,708-85.4% | $9,003-82.6% | $11,403-86.3% |