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 | $27,758 | $95,416-70.9% | $185,823-85.1% | $85,850-67.7% |
| Participation rate | 95.8% | 68.8%+27.0pp | 81.7%+14.1pp | 69.3%+26.5pp |
| Annual return | 12.82% | 23.59%-10.8pp | 122.05%-109.2pp | 318.53%-305.7pp |
| Employer contribution / active EE | $1,266 | $3,314-61.8% | $5,167-75.5% | $2,565-50.6% |
| Participant deferral / active EE | $1,031 | $3,423-69.9% | $5,568-81.5% | $3,952-73.9% |
| Admin fee / account holder | $3,436 | $7,213-52.4% | $16,237-78.8% | $6,260-45.1% |