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 | $13,713 | $49,922-72.5% | $80,569-83.0% | $75,163-81.8% |
| Participation rate | 78.9% | 55.3%+23.6pp | 67.0%+11.9pp | 67.2%+11.8pp |
| Annual return | 18.47% | 34.69%-16.2pp | 935.43%-917.0pp | 160.62%-142.1pp |
| Employer contribution / active EE | $1,284 | $1,698-24.4% | $2,723-52.9% | $2,670-51.9% |
| Participant deferral / active EE | $1,825 | $2,990-39.0% | $4,447-59.0% | $4,125-55.8% |
| Admin fee / account holder | $657 | $3,577-81.6% | $5,377-87.8% | $5,651-88.4% |