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 6-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 | $17,699 | $53,516-66.9% | $126,539-86.0% | $84,808-79.1% |
| Participation rate | 92.0% | 58.2%+33.8pp | 69.8%+22.2pp | 68.3%+23.7pp |
| Annual return | 17.58% | 58.34%-40.8pp | 425.95%-408.4pp | 40.90%-23.3pp |
| Employer contribution / active EE | $906 | $1,535-40.9% | $3,674-75.3% | $2,631-65.6% |
| Participant deferral / active EE | $1,655 | $2,671-38.0% | $4,083-59.5% | $4,212-60.7% |
| Admin fee / account holder | $2,153 | $4,497-52.1% | $6,065-64.5% | $7,344-70.7% |