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 | $11,031 | $58,208-81.0% | $81,812-86.5% | $80,856-86.4% |
| Participation rate | 92.6% | 63.4%+29.2pp | 72.3%+20.2pp | 67.6%+25.0pp |
| Annual return | 17.04% | 41.66%-24.6pp | 773.79%-756.7pp | 35.59%-18.6pp |
| Employer contribution / active EE | $674 | $2,340-71.2% | $2,912-76.9% | $2,755-75.5% |
| Participant deferral / active EE | $1,526 | $3,281-53.5% | $4,319-64.7% | $4,296-64.5% |
| Admin fee / account holder | $1,197 | $4,981-76.0% | $7,386-83.8% | $6,918-82.7% |