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 | $25,802 | $95,416-73.0% | $185,823-86.1% | $85,850-69.9% |
| Participation rate | 87.3% | 68.8%+18.5pp | 81.7%+5.6pp | 69.3%+18.0pp |
| Annual return | 20.29% | 23.59%-3.3pp | 122.05%-101.8pp | 318.53%-298.2pp |
| Employer contribution / active EE | $1,096 | $3,314-66.9% | $5,167-78.8% | $2,565-57.3% |
| Participant deferral / active EE | $1,527 | $3,423-55.4% | $5,568-72.6% | $3,952-61.3% |
| Admin fee / account holder | $455 | $7,213-93.7% | $16,237-97.2% | $6,260-92.7% |