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 | $19,262 | $90,348-78.7% | $75,972-74.6% | $145,922-86.8% |
| Participation rate | 83.3% | 74.5%+8.9pp | 69.1%+14.3pp | 80.3%+3.1pp |
| Annual return | 9.03% | 620.88%-611.8pp | 359.55%-350.5pp | 561.29%-552.3pp |
| Employer contribution / active EE | $744 | $3,311-77.5% | $2,685-72.3% | $4,660-84.0% |
| Participant deferral / active EE | $2,976 | $5,162-42.3% | $4,255-30.1% | $6,688-55.5% |
| Admin fee / account holder | $575 | $8,467-93.2% | $6,467-91.1% | $13,397-95.7% |