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 | $7,543 | $78,988-90.5% | - | $273,961-97.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | - | 83.0%+17.0pp |
| Annual return | 190.75% | 18.48%+172.3pp | - | 41.45%+149.3pp |
| Employer contribution / active EE | $962 | $4,066-76.3% | - | $4,869-80.2% |
| Participant deferral / active EE | $1,906 | $3,397-43.9% | - | $5,287-64.0% |
| Admin fee / account holder | $356 | $13,270-97.3% | - | $10,132-96.5% |