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 | $24,721 | $154,117-84.0% | $129,995-81.0% | $139,434-82.3% |
| Participation rate | 95.7% | 82.0%+13.7pp | 78.5%+17.2pp | 80.3%+15.3pp |
| Annual return | 19.01% | 32.48%-13.5pp | -137.18%+156.2pp | 372.94%-353.9pp |
| Employer contribution / active EE | $2,001 | $5,289-62.2% | $4,320-53.7% | $4,751-57.9% |
| Participant deferral / active EE | $5,537 | $6,710-17.5% | $5,820-4.9% | $6,710-17.5% |
| Admin fee / account holder | $2,938 | $14,007-79.0% | $10,614-72.3% | $11,403-74.2% |