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 | $8,877 | $34,308-74.1% | $74,701-88.1% | $72,985-87.8% |
| Participation rate | 88.9% | 42.4%+46.5pp | 54.5%+34.4pp | 69.5%+19.4pp |
| Annual return | 26.90% | 26.58%+0.3pp | 752.92%-726.0pp | 81.00%-54.1pp |
| Employer contribution / active EE | $1,002 | $692+44.8% | $1,084-7.6% | $2,440-58.9% |
| Participant deferral / active EE | $2,313 | $1,271+81.9% | $1,964+17.8% | $3,607-35.9% |
| Admin fee / account holder | $952 | $2,124-55.2% | $3,333-71.5% | $5,124-81.4% |