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 | $38,968 | $54,705-28.8% | $71,209-45.3% | $84,808-54.1% |
| Participation rate | 80.6% | 64.1%+16.5pp | 73.8%+6.8pp | 68.3%+12.3pp |
| Annual return | 17.03% | 35.90%-18.9pp | 282.51%-265.5pp | 40.90%-23.9pp |
| Employer contribution / active EE | $956 | $2,158-55.7% | $2,721-64.9% | $2,631-63.7% |
| Participant deferral / active EE | $1,949 | $3,030-35.7% | $4,175-53.3% | $4,212-53.7% |
| Admin fee / account holder | $1,213 | $4,863-75.1% | $5,349-77.3% | $7,344-83.5% |