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 | $9,843 | $115,708-91.5% | $65,255-84.9% | $139,434-92.9% |
| Participation rate | 100.0% | 67.8%+32.2pp | 65.0%+35.0pp | 80.3%+19.7pp |
| Annual return | 19.26% | 31.19%-11.9pp | 47.35%-28.1pp | 372.94%-353.7pp |
| Employer contribution / active EE | $1,022 | $2,599-60.7% | $1,691-39.6% | $4,751-78.5% |
| Participant deferral / active EE | $2,112 | $4,240-50.2% | $2,831-25.4% | $6,710-68.5% |
| Admin fee / account holder | $2,310 | $6,698-65.5% | $4,112-43.8% | $11,403-79.7% |