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 | $27,236 | $104,907-74.0% | $84,611-67.8% | $152,861-82.2% |
| Participation rate | 85.0% | 74.8%+10.2pp | 68.2%+16.8pp | 82.4%+2.6pp |
| Annual return | 10.50% | 373.79%-363.3pp | 258.74%-248.2pp | 345.32%-334.8pp |
| Employer contribution / active EE | $697 | $3,302-78.9% | $2,652-73.7% | $4,762-85.4% |
| Participant deferral / active EE | $1,384 | $4,688-70.5% | $3,899-64.5% | $5,850-76.4% |
| Admin fee / account holder | $324 | $6,241-94.8% | $4,912-93.4% | $11,596-97.2% |