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 | $22,088 | $60,124-63.3% | $90,404-75.6% | $79,858-72.3% |
| Participation rate | 87.7% | 65.0%+22.7pp | 72.7%+15.0pp | 69.6%+18.1pp |
| Annual return | 15.61% | 71.94%-56.3pp | 1293.02%-1277.4pp | 31.71%-16.1pp |
| Employer contribution / active EE | $2,501 | $2,068+21.0% | $3,262-23.3% | $2,471+1.2% |
| Participant deferral / active EE | $2,690 | $2,938-8.4% | $3,963-32.1% | $3,740-28.1% |
| Admin fee / account holder | $2,292 | $3,976-42.4% | $5,611-59.2% | $5,306-56.8% |