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 | $36,901 | $79,449-53.6% | $189,557-80.5% | $85,850-57.0% |
| Participation rate | 80.8% | 66.0%+14.8pp | 78.4%+2.3pp | 69.3%+11.5pp |
| Annual return | 16.22% | 18.45%-2.2pp | 64.17%-47.9pp | 318.53%-302.3pp |
| Employer contribution / active EE | $0 | $2,081-100.0% | $4,412-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,494 | $4,051+35.6% | $6,174-11.0% | $3,952+39.0% |
| Admin fee / account holder | $1,841 | $5,377-65.8% | $9,807-81.2% | $6,260-70.6% |