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 | $17,617 | $49,922-64.7% | $80,569-78.1% | $75,163-76.6% |
| Participation rate | 96.2% | 55.3%+40.9pp | 67.0%+29.2pp | 67.2%+29.0pp |
| Annual return | 17.28% | 34.69%-17.4pp | 935.43%-918.1pp | 160.62%-143.3pp |
| Employer contribution / active EE | $1,234 | $1,698-27.3% | $2,723-54.7% | $2,670-53.8% |
| Participant deferral / active EE | $2,549 | $2,990-14.7% | $4,447-42.7% | $4,125-38.2% |
| Admin fee / account holder | $1,351 | $3,577-62.2% | $5,377-74.9% | $5,651-76.1% |