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 | $22,305 | $100,773-77.9% | $88,946-74.9% | $142,382-84.3% |
| Participation rate | 95.8% | 74.3%+21.5pp | 68.8%+27.0pp | 80.1%+15.7pp |
| Annual return | 18.72% | 70.18%-51.5pp | 57.82%-39.1pp | 217.08%-198.4pp |
| Employer contribution / active EE | $2,407 | $2,918-17.5% | $2,555-5.8% | $4,299-44.0% |
| Participant deferral / active EE | $5,133 | $5,230-1.9% | $4,581+12.0% | $6,507-21.1% |
| Admin fee / account holder | $2,451 | $9,693-74.7% | $8,261-70.3% | $12,624-80.6% |