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 | $9,541 | $48,795-80.4% | $65,493-85.4% | $84,808-88.7% |
| Participation rate | 84.7% | 67.0%+17.7pp | 73.1%+11.6pp | 68.3%+16.4pp |
| Annual return | 16.27% | 20.20%-3.9pp | 982.45%-966.2pp | 40.90%-24.6pp |
| Employer contribution / active EE | $1,300 | $1,930-32.6% | $2,574-49.5% | $2,631-50.6% |
| Participant deferral / active EE | $2,514 | $2,928-14.2% | $3,961-36.5% | $4,212-40.3% |
| Admin fee / account holder | $1,582 | $3,877-59.2% | $5,028-68.5% | $7,344-78.5% |