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 | $20,524 | $95,416-78.5% | $185,823-89.0% | $85,850-76.1% |
| Participation rate | 95.3% | 68.8%+26.6pp | 81.7%+13.6pp | 69.3%+26.0pp |
| Annual return | 16.77% | 23.59%-6.8pp | 122.05%-105.3pp | 318.53%-301.8pp |
| Employer contribution / active EE | $3,079 | $3,314-7.1% | $5,167-40.4% | $2,565+20.0% |
| Participant deferral / active EE | $0 | $3,423-100.0% | $5,568-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,455 | $7,213-52.1% | $16,237-78.7% | $6,260-44.8% |