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 | $28,423 | $65,365-56.5% | $92,893-69.4% | $72,985-61.1% |
| Participation rate | 82.4% | 68.3%+14.0pp | 76.0%+6.3pp | 69.5%+12.9pp |
| Annual return | 18.78% | 42.10%-23.3pp | 109.41%-90.6pp | 81.00%-62.2pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,294 | $3,128-58.6% | $4,236-69.5% | $3,607-64.1% |
| Admin fee / account holder | $302 | $4,251-92.9% | $5,794-94.8% | $5,124-94.1% |