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 | $16,763 | $76,000-77.9% | $154,107-89.1% | $64,186-73.9% |
| Participation rate | 89.6% | 70.4%+19.2pp | 83.0%+6.5pp | 69.6%+20.0pp |
| Annual return | 9.63% | 30.32%-20.7pp | 735.12%-725.5pp | 7.63%+2.0pp |
| Employer contribution / active EE | $1,411 | $3,351-57.9% | $5,298-73.4% | $2,381-40.7% |
| Participant deferral / active EE | $2,636 | $3,175-17.0% | $5,081-48.1% | $3,470-24.0% |
| Admin fee / account holder | $546 | $5,596-90.2% | $13,411-95.9% | $4,888-88.8% |