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 | $13,026 | $54,705-76.2% | $71,209-81.7% | $84,808-84.6% |
| Participation rate | 82.7% | 64.1%+18.6pp | 73.8%+8.9pp | 68.3%+14.4pp |
| Annual return | 18.93% | 35.90%-17.0pp | 282.51%-263.6pp | 40.90%-22.0pp |
| Employer contribution / active EE | $551 | $2,158-74.5% | $2,721-79.8% | $2,631-79.1% |
| Participant deferral / active EE | $1,161 | $3,030-61.7% | $4,175-72.2% | $4,212-72.4% |
| Admin fee / account holder | $356 | $4,863-92.7% | $5,349-93.4% | $7,344-95.2% |