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 | $20,558 | $95,416-78.5% | $185,823-88.9% | $85,850-76.1% |
| Participation rate | 92.7% | 68.8%+23.9pp | 81.7%+11.0pp | 69.3%+23.4pp |
| Annual return | 14.97% | 23.59%-8.6pp | 122.05%-107.1pp | 318.53%-303.6pp |
| Employer contribution / active EE | $1,556 | $3,314-53.1% | $5,167-69.9% | $2,565-39.4% |
| Participant deferral / active EE | $3,400 | $3,423-0.7% | $5,568-38.9% | $3,952-13.9% |
| Admin fee / account holder | $562 | $7,213-92.2% | $16,237-96.5% | $6,260-91.0% |