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 | $17,879 | $158,398-88.7% | $126,539-85.9% | $142,382-87.4% |
| Participation rate | 95.5% | 75.8%+19.6pp | 69.8%+25.6pp | 80.1%+15.3pp |
| Annual return | 13.18% | 593.76%-580.6pp | 425.95%-412.8pp | 217.08%-203.9pp |
| Employer contribution / active EE | $1,611 | $4,650-65.4% | $3,674-56.2% | $4,299-62.5% |
| Participant deferral / active EE | $2,108 | $4,767-55.8% | $4,083-48.4% | $6,507-67.6% |
| Admin fee / account holder | $3,048 | $6,918-55.9% | $6,065-49.7% | $12,624-75.9% |