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 | $19,307 | $126,574-84.7% | $106,213-81.8% | $145,922-86.8% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 10.52% | 224.79%-214.3pp | 116.14%-105.6pp | 561.29%-550.8pp |
| Employer contribution / active EE | $1,146 | $3,730-69.3% | $3,171-63.9% | $4,660-75.4% |
| Participant deferral / active EE | $2,377 | $5,724-58.5% | $5,016-52.6% | $6,688-64.5% |
| Admin fee / account holder | $1,585 | $17,304-90.8% | $11,033-85.6% | $13,397-88.2% |