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 | $24,405 | $48,230-49.4% | $67,502-63.8% | $80,856-69.8% |
| Participation rate | 96.0% | 66.4%+29.6pp | 72.9%+23.1pp | 67.6%+28.4pp |
| Annual return | 13.00% | 18.28%-5.3pp | 3512.12%-3499.1pp | 35.59%-22.6pp |
| Employer contribution / active EE | $504 | $2,020-75.0% | $2,731-81.5% | $2,755-81.7% |
| Participant deferral / active EE | $2,350 | $2,924-19.6% | $4,000-41.2% | $4,296-45.3% |
| Admin fee / account holder | $2,958 | $3,681-19.6% | $3,998-26.0% | $6,918-57.2% |