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 | $11,658 | $51,576-77.4% | $129,207-91.0% | $80,856-85.6% |
| Participation rate | 87.2% | 57.0%+30.2pp | 69.6%+17.6pp | 67.6%+19.6pp |
| Annual return | 12.87% | 20.81%-7.9pp | 9417.33%-9404.5pp | 35.59%-22.7pp |
| Employer contribution / active EE | $781 | $1,584-50.7% | $4,153-81.2% | $2,755-71.6% |
| Participant deferral / active EE | $1,851 | $2,669-30.6% | $4,168-55.6% | $4,296-56.9% |
| Admin fee / account holder | $569 | $4,305-86.8% | $7,715-92.6% | $6,918-91.8% |