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 | $32,806 | $94,625-65.3% | $116,228-71.8% | $84,808-61.3% |
| Participation rate | 84.3% | 70.4%+13.9pp | 74.6%+9.8pp | 68.3%+16.0pp |
| Annual return | 18.76% | 20.40%-1.6pp | 90.06%-71.3pp | 40.90%-22.1pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,157 | $3,972-45.7% | $4,953-56.5% | $4,212-48.8% |
| Admin fee / account holder | $1,141 | $10,091-88.7% | $11,989-90.5% | $7,344-84.5% |