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 | $11,692 | $104,106-88.8% | $71,086-83.6% | $135,375-91.4% |
| Participation rate | 76.9% | 65.7%+11.3pp | 54.7%+22.3pp | 82.6%-5.7pp |
| Annual return | 4.38% | 1256.30%-1251.9pp | 650.59%-646.2pp | 519.73%-515.4pp |
| Employer contribution / active EE | $1,166 | $1,485-21.5% | $1,088+7.2% | $4,779-75.6% |
| Participant deferral / active EE | $3,816 | $2,527+51.0% | $1,874+103.6% | $5,609-32.0% |
| Admin fee / account holder | $721 | $4,142-82.6% | $3,082-76.6% | $10,827-93.3% |