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 | $11,220 | $77,899-85.6% | $149,673-92.5% | $75,163-85.1% |
| Participation rate | 86.0% | 65.6%+20.4pp | 78.8%+7.2pp | 67.2%+18.8pp |
| Annual return | 15.18% | 31.72%-16.5pp | 134.42%-119.2pp | 160.62%-145.4pp |
| Employer contribution / active EE | $1,027 | $3,137-67.3% | $4,818-78.7% | $2,670-61.5% |
| Participant deferral / active EE | $2,628 | $3,411-23.0% | $5,680-53.7% | $4,125-36.3% |
| Admin fee / account holder | $2,906 | $5,956-51.2% | $13,210-78.0% | $5,651-48.6% |