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 | $26,965 | $53,053-49.2% | $126,539-78.7% | $74,304-63.7% |
| Participation rate | 75.2% | 48.0%+27.2pp | 69.8%+5.4pp | 60.3%+14.9pp |
| Annual return | 14.32% | 29.46%-15.1pp | 425.95%-411.6pp | 29.43%-15.1pp |
| Employer contribution / active EE | $374 | $1,168-68.0% | $3,674-89.8% | $2,241-83.3% |
| Participant deferral / active EE | $2,446 | $2,303+6.2% | $4,083-40.1% | $3,767-35.1% |
| Admin fee / account holder | $7,776 | $3,698+110.3% | $6,065+28.2% | $2,969+161.9% |