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 | $25,202 | $113,339-77.8% | $94,993-73.5% | $147,584-82.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 19.86% | 20.77%-0.9pp | 27.12%-7.3pp | 578.55%-558.7pp |
| Employer contribution / active EE | $1,527 | $3,160-51.7% | $2,603-41.3% | $4,876-68.7% |
| Participant deferral / active EE | $7,612 | $3,777+101.5% | $3,317+129.5% | $5,439+40.0% |
| Admin fee / account holder | $731 | $6,063-87.9% | $4,960-85.3% | $10,885-93.3% |