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 | $30,206 | $48,570-37.8% | $130,648-76.9% | $72,985-58.6% |
| Participation rate | 80.6% | 58.6%+22.1pp | 71.7%+8.9pp | 69.5%+11.2pp |
| Annual return | 18.99% | 38.63%-19.6pp | 1708.96%-1690.0pp | 81.00%-62.0pp |
| Employer contribution / active EE | $1,045 | $1,334-21.6% | $4,092-74.5% | $2,440-57.2% |
| Participant deferral / active EE | $2,353 | $2,384-1.3% | $3,603-34.7% | $3,607-34.8% |
| Admin fee / account holder | $363 | $3,549-89.8% | $5,464-93.4% | $5,124-92.9% |