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 | $16,013 | $95,416-83.2% | $185,823-91.4% | $85,850-81.3% |
| Participation rate | 92.6% | 68.8%+23.8pp | 81.7%+10.9pp | 69.3%+23.3pp |
| Annual return | 30.52% | 23.59%+6.9pp | 122.05%-91.5pp | 318.53%-288.0pp |
| Employer contribution / active EE | $1,240 | $3,314-62.6% | $5,167-76.0% | $2,565-51.7% |
| Participant deferral / active EE | $2,631 | $3,423-23.1% | $5,568-52.7% | $3,952-33.4% |
| Admin fee / account holder | $443 | $7,213-93.9% | $16,237-97.3% | $6,260-92.9% |