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 | $18,935 | $56,053-66.2% | $75,972-75.1% | $80,856-76.6% |
| Participation rate | 98.2% | 62.0%+36.2pp | 69.1%+29.2pp | 67.6%+30.6pp |
| Annual return | 22.68% | 20.53%+2.1pp | 359.55%-336.9pp | 35.59%-12.9pp |
| Employer contribution / active EE | $1,561 | $1,874-16.7% | $2,685-41.9% | $2,755-43.3% |
| Participant deferral / active EE | $1,446 | $3,052-52.6% | $4,255-66.0% | $4,296-66.3% |
| Admin fee / account holder | $851 | $5,234-83.7% | $6,467-86.8% | $6,918-87.7% |