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 | $21,170 | $158,398-86.6% | $126,539-83.3% | $142,382-85.1% |
| Participation rate | 95.7% | 75.8%+19.8pp | 69.8%+25.8pp | 80.1%+15.5pp |
| Annual return | 10.86% | 593.76%-582.9pp | 425.95%-415.1pp | 217.08%-206.2pp |
| Employer contribution / active EE | $609 | $4,650-86.9% | $3,674-83.4% | $4,299-85.8% |
| Participant deferral / active EE | $919 | $4,767-80.7% | $4,083-77.5% | $6,507-85.9% |
| Admin fee / account holder | $441 | $6,918-93.6% | $6,065-92.7% | $12,624-96.5% |