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 | $16,847 | $117,983-85.7% | $101,794-83.4% | $142,382-88.2% |
| Participation rate | 94.4% | 74.2%+20.2pp | 69.2%+25.3pp | 80.1%+14.3pp |
| Annual return | 15.56% | 36.92%-21.4pp | 30.53%-15.0pp | 217.08%-201.5pp |
| Employer contribution / active EE | $0 | $2,773-100.0% | $2,289-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,784 | $4,714-19.7% | $4,084-7.3% | $6,507-41.8% |
| Admin fee / account holder | $1,278 | $10,433-87.8% | $8,777-85.4% | $12,624-89.9% |