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 7-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 | $12,304 | $64,839-81.0% | $95,585-87.1% | $84,808-85.5% |
| Participation rate | 96.4% | 63.8%+32.6pp | 72.1%+24.4pp | 68.3%+28.1pp |
| Annual return | 13.81% | -670.96%+684.8pp | 38.56%-24.7pp | 40.90%-27.1pp |
| Employer contribution / active EE | $2,221 | $1,759+26.3% | $2,527-12.1% | $2,631-15.6% |
| Participant deferral / active EE | $4,329 | $2,965+46.0% | $4,023+7.6% | $4,212+2.8% |
| Admin fee / account holder | $1,311 | $5,964-78.0% | $6,127-78.6% | $7,344-82.1% |