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 | $7,542 | $45,863-83.6% | $77,024-90.2% | $68,494-89.0% |
| Participation rate | 76.0% | 55.9%+20.1pp | 67.9%+8.1pp | 67.9%+8.1pp |
| Annual return | 66.12% | 1.72%+64.4pp | 42.32%+23.8pp | -7.84%+74.0pp |
| Employer contribution / active EE | $783 | $1,650-52.5% | $2,812-72.2% | $2,596-69.8% |
| Participant deferral / active EE | $2,511 | $2,962-15.2% | $4,426-43.3% | $4,027-37.6% |
| Admin fee / account holder | $2,104 | $3,041-30.8% | $5,425-61.2% | $5,403-61.1% |