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 | $21,054 | $129,217-83.7% | $93,406-77.5% | $158,922-86.8% |
| Participation rate | 70.0% | 71.0%-1.0pp | 66.8%+3.2pp | 82.0%-12.0pp |
| Annual return | 11.99% | 118.21%-106.2pp | 78.05%-66.1pp | 302.83%-290.8pp |
| Employer contribution / active EE | $1,572 | $2,711-42.0% | $2,075-24.2% | $4,761-67.0% |
| Participant deferral / active EE | $2,468 | $3,909-36.9% | $3,126-21.0% | $5,982-58.7% |
| Admin fee / account holder | $338 | $7,383-95.4% | $5,230-93.5% | $11,246-97.0% |