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 | $11,663 | $58,208-80.0% | $81,812-85.7% | $80,856-85.6% |
| Participation rate | 75.0% | 63.4%+11.6pp | 72.3%+2.7pp | 67.6%+7.4pp |
| Annual return | 15.07% | 41.66%-26.6pp | 773.79%-758.7pp | 35.59%-20.5pp |
| Employer contribution / active EE | $978 | $2,340-58.2% | $2,912-66.4% | $2,755-64.5% |
| Participant deferral / active EE | $1,712 | $3,281-47.8% | $4,319-60.4% | $4,296-60.2% |
| Admin fee / account holder | $477 | $4,981-90.4% | $7,386-93.5% | $6,918-93.1% |