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 | $23,366 | $81,632-71.4% | $70,449-66.8% | $158,922-85.3% |
| Participation rate | 90.9% | 77.7%+13.2pp | 75.1%+15.9pp | 82.0%+9.0pp |
| Annual return | 15.74% | 208.40%-192.7pp | 109.03%-93.3pp | 302.83%-287.1pp |
| Employer contribution / active EE | $556 | $3,217-82.7% | $2,737-79.7% | $4,761-88.3% |
| Participant deferral / active EE | $2,003 | $4,554-56.0% | $3,709-46.0% | $5,982-66.5% |
| Admin fee / account holder | $2,766 | $6,193-55.3% | $3,845-28.1% | $11,246-75.4% |