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 | $14,826 | $104,907-85.9% | $84,611-82.5% | $152,861-90.3% |
| Participation rate | 95.5% | 74.8%+20.6pp | 68.2%+27.2pp | 82.4%+13.0pp |
| Annual return | 26.42% | 373.79%-347.4pp | 258.74%-232.3pp | 345.32%-318.9pp |
| Employer contribution / active EE | $1,827 | $3,302-44.7% | $2,652-31.1% | $4,762-61.6% |
| Participant deferral / active EE | $3,988 | $4,688-14.9% | $3,899+2.3% | $5,850-31.8% |
| Admin fee / account holder | $659 | $6,241-89.4% | $4,912-86.6% | $11,596-94.3% |