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 | $21,454 | $133,922-84.0% | $116,228-81.5% | $142,382-84.9% |
| Participation rate | 95.2% | 77.9%+17.4pp | 74.6%+20.7pp | 80.1%+15.1pp |
| Annual return | 12.38% | 147.76%-135.4pp | 90.06%-77.7pp | 217.08%-204.7pp |
| Employer contribution / active EE | $931 | $3,446-73.0% | $2,994-68.9% | $4,299-78.3% |
| Participant deferral / active EE | $2,067 | $5,672-63.6% | $4,953-58.3% | $6,507-68.2% |
| Admin fee / account holder | $1,841 | $14,945-87.7% | $11,989-84.6% | $12,624-85.4% |