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 | $17,397 | $77,899-77.7% | $149,673-88.4% | $75,163-76.9% |
| Participation rate | 91.2% | 65.6%+25.6pp | 78.8%+12.4pp | 67.2%+24.0pp |
| Annual return | 24.51% | 31.72%-7.2pp | 134.42%-109.9pp | 160.62%-136.1pp |
| Employer contribution / active EE | $2,781 | $3,137-11.4% | $4,818-42.3% | $2,670+4.2% |
| Participant deferral / active EE | $4,553 | $3,411+33.5% | $5,680-19.8% | $4,125+10.4% |
| Admin fee / account holder | $1,571 | $5,956-73.6% | $13,210-88.1% | $5,651-72.2% |