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 | $18,409 | $80,717-77.2% | $154,803-88.1% | $84,808-78.3% |
| Participation rate | 96.7% | 66.8%+29.9pp | 78.1%+18.6pp | 68.3%+28.4pp |
| Annual return | 83.96% | 37.96%+46.0pp | 58.88%+25.1pp | 40.90%+43.1pp |
| Employer contribution / active EE | $1,710 | $2,761-38.1% | $4,305-60.3% | $2,631-35.0% |
| Participant deferral / active EE | $1,076 | $3,303-67.4% | $5,540-80.6% | $4,212-74.5% |
| Admin fee / account holder | $563 | $6,746-91.7% | $14,329-96.1% | $7,344-92.3% |