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 | $20,630 | $95,416-78.4% | $185,823-88.9% | $85,850-76.0% |
| Participation rate | 76.3% | 68.8%+7.6pp | 81.7%-5.4pp | 69.3%+7.0pp |
| Annual return | 17.43% | 23.59%-6.2pp | 122.05%-104.6pp | 318.53%-301.1pp |
| Employer contribution / active EE | $1,529 | $3,314-53.8% | $5,167-70.4% | $2,565-40.4% |
| Participant deferral / active EE | $3,660 | $3,423+6.9% | $5,568-34.3% | $3,952-7.4% |
| Admin fee / account holder | $2,041 | $7,213-71.7% | $16,237-87.4% | $6,260-67.4% |