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 | $26,227 | $104,974-75.0% | $95,585-72.6% | $142,382-81.6% |
| Participation rate | 95.8% | 75.0%+20.9pp | 72.1%+23.8pp | 80.1%+15.7pp |
| Annual return | 17.63% | 210.33%-192.7pp | 38.56%-20.9pp | 217.08%-199.4pp |
| Employer contribution / active EE | $2,112 | $2,779-24.0% | $2,527-16.4% | $4,299-50.9% |
| Participant deferral / active EE | $4,992 | $4,352+14.7% | $4,023+24.1% | $6,507-23.3% |
| Admin fee / account holder | $1,597 | $6,386-75.0% | $6,127-73.9% | $12,624-87.3% |