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 | $15,720 | $95,266-83.5% | $82,389-80.9% | $142,382-89.0% |
| Participation rate | 85.7% | 74.5%+11.2pp | 69.5%+16.2pp | 80.1%+5.6pp |
| Annual return | 13.89% | 25.74%-11.8pp | 28.67%-14.8pp | 217.08%-203.2pp |
| Employer contribution / active EE | $1,370 | $2,991-54.2% | $2,517-45.6% | $4,299-68.1% |
| Participant deferral / active EE | $1,966 | $4,809-59.1% | $4,155-52.7% | $6,507-69.8% |
| Admin fee / account holder | $25,605 | $8,563+199.0% | $7,231+254.1% | $12,624+102.8% |