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 | $21,548 | $54,762-60.7% | $90,281-76.1% | $72,985-70.5% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 43.22% | 30.63%+12.6pp | 78.10%-34.9pp | 81.00%-37.8pp |
| Employer contribution / active EE | $892 | $2,092-57.4% | $2,854-68.7% | $2,440-63.4% |
| Participant deferral / active EE | $4,580 | $2,887+58.6% | $3,885+17.9% | $3,607+27.0% |
| Admin fee / account holder | $317 | $3,972-92.0% | $5,351-94.1% | $5,124-93.8% |