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 | $12,423 | $48,230-74.2% | $67,502-81.6% | $80,856-84.6% |
| Participation rate | 84.0% | 66.4%+17.6pp | 72.9%+11.1pp | 67.6%+16.4pp |
| Annual return | 12.45% | 18.28%-5.8pp | 3512.12%-3499.7pp | 35.59%-23.1pp |
| Employer contribution / active EE | $904 | $2,020-55.2% | $2,731-66.9% | $2,755-67.2% |
| Participant deferral / active EE | $1,413 | $2,924-51.7% | $4,000-64.7% | $4,296-67.1% |
| Admin fee / account holder | $306 | $3,681-91.7% | $3,998-92.4% | $6,918-95.6% |