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 | $29,759 | $112,096-73.5% | $95,952-69.0% | $158,922-81.3% |
| Participation rate | 95.7% | 79.0%+16.7pp | 77.1%+18.6pp | 82.0%+13.7pp |
| Annual return | 21.39% | 171.09%-149.7pp | 91.61%-70.2pp | 302.83%-281.4pp |
| Employer contribution / active EE | $1,676 | $3,198-47.6% | $2,541-34.0% | $4,761-64.8% |
| Participant deferral / active EE | $3,815 | $4,784-20.3% | $4,167-8.4% | $5,982-36.2% |
| Admin fee / account holder | $1,619 | $10,130-84.0% | $6,795-76.2% | $11,246-85.6% |