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 | $10,675 | $56,114-81.0% | $96,139-88.9% | $85,850-87.6% |
| Participation rate | 86.7% | 56.7%+29.9pp | 68.4%+18.2pp | 69.3%+17.4pp |
| Annual return | 11.79% | 42.30%-30.5pp | 191.94%-180.2pp | 318.53%-306.7pp |
| Employer contribution / active EE | $1,488 | $1,620-8.2% | $2,797-46.8% | $2,565-42.0% |
| Participant deferral / active EE | $1,744 | $2,859-39.0% | $4,349-59.9% | $3,952-55.9% |
| Admin fee / account holder | $529 | $3,768-86.0% | $5,537-90.4% | $6,260-91.5% |