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 9-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 | $16,842 | $48,230-65.1% | $67,502-75.1% | $80,856-79.2% |
| Participation rate | 83.3% | 66.4%+17.0pp | 72.9%+10.5pp | 67.6%+15.7pp |
| Annual return | 11.94% | 18.28%-6.3pp | 3512.12%-3500.2pp | 35.59%-23.7pp |
| Employer contribution / active EE | $1,002 | $2,020-50.4% | $2,731-63.3% | $2,755-63.6% |
| Participant deferral / active EE | $1,814 | $2,924-38.0% | $4,000-54.7% | $4,296-57.8% |
| Admin fee / account holder | $1,231 | $3,681-66.6% | $3,998-69.2% | $6,918-82.2% |