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 | $21,113 | $106,890-80.2% | $84,015-74.9% | $152,861-86.2% |
| Participation rate | 92.9% | 75.2%+17.6pp | 69.0%+23.8pp | 82.4%+10.4pp |
| Annual return | 27.75% | 104.99%-77.2pp | 71.31%-43.6pp | 345.32%-317.6pp |
| Employer contribution / active EE | $1,761 | $2,734-35.6% | $1,983-11.2% | $4,762-63.0% |
| Participant deferral / active EE | $4,931 | $4,011+22.9% | $3,239+52.3% | $5,850-15.7% |
| Admin fee / account holder | $771 | $8,285-90.7% | $6,101-87.4% | $11,596-93.4% |