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 | $16,934 | $96,484-82.4% | $75,886-77.7% | $152,861-88.9% |
| Participation rate | 92.9% | 76.2%+16.7pp | 69.3%+23.6pp | 82.4%+10.4pp |
| Annual return | 28.88% | 33.98%-5.1pp | 30.76%-1.9pp | 345.32%-316.4pp |
| Employer contribution / active EE | $916 | $3,309-72.3% | $2,500-63.4% | $4,762-80.8% |
| Participant deferral / active EE | $5,442 | $4,553+19.5% | $3,603+51.0% | $5,850-7.0% |
| Admin fee / account holder | $447 | $8,078-94.5% | $5,418-91.7% | $11,596-96.1% |