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 | $11,112 | $80,717-86.2% | $154,803-92.8% | $84,808-86.9% |
| Participation rate | 96.4% | 66.8%+29.6pp | 78.1%+18.4pp | 68.3%+28.1pp |
| Annual return | 23.34% | 37.96%-14.6pp | 58.88%-35.5pp | 40.90%-17.6pp |
| Employer contribution / active EE | $2,184 | $2,761-20.9% | $4,305-49.3% | $2,631-17.0% |
| Participant deferral / active EE | $4,403 | $3,303+33.3% | $5,540-20.5% | $4,212+4.5% |
| Admin fee / account holder | $1,379 | $6,746-79.6% | $14,329-90.4% | $7,344-81.2% |