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 | $17,169 | $51,576-66.7% | $129,207-86.7% | $80,856-78.8% |
| Participation rate | 96.6% | 57.0%+39.6pp | 69.6%+26.9pp | 67.6%+28.9pp |
| Annual return | 11.66% | 20.81%-9.1pp | 9417.33%-9405.7pp | 35.59%-23.9pp |
| Employer contribution / active EE | $1,347 | $1,584-14.9% | $4,153-67.6% | $2,755-51.1% |
| Participant deferral / active EE | $2,105 | $2,669-21.1% | $4,168-49.5% | $4,296-51.0% |
| Admin fee / account holder | $1,894 | $4,305-56.0% | $7,715-75.4% | $6,918-72.6% |