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 | $35,414 | $84,233-58.0% | $170,442-79.2% | $70,131-49.5% |
| Participation rate | 75.5% | 70.8%+4.7pp | 83.6%-8.1pp | 69.5%+6.0pp |
| Annual return | 15.83% | 23.06%-7.2pp | 205.93%-190.1pp | 73.14%-57.3pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $944 | $3,086-69.4% | $4,939-80.9% | $3,332-71.7% |
| Admin fee / account holder | $1,194 | $5,698-79.0% | $13,880-91.4% | $4,645-74.3% |