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 | $26,926 | $58,828-54.2% | $77,999-65.5% | $62,891-57.2% |
| Participation rate | 90.0% | 71.1%+18.9pp | 75.5%+14.5pp | 69.3%+20.7pp |
| Annual return | 9.69% | 17.16%-7.5pp | 425.96%-416.3pp | 20.14%-10.4pp |
| Employer contribution / active EE | $435 | $1,672-74.0% | $2,470-82.4% | $2,281-80.9% |
| Participant deferral / active EE | $2,241 | $2,686-16.6% | $3,497-35.9% | $3,203-30.0% |
| Admin fee / account holder | $1,864 | $4,393-57.6% | $5,480-66.0% | $4,296-56.6% |