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 | $32,647 | $107,452-69.6% | $91,541-64.3% | $142,382-77.1% |
| Participation rate | 85.7% | 75.1%+10.6pp | 69.8%+15.9pp | 80.1%+5.6pp |
| Annual return | 15.51% | 22.06%-6.5pp | 20.50%-5.0pp | 217.08%-201.6pp |
| Employer contribution / active EE | $0 | $2,994-100.0% | $2,505-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,426 | $4,754-49.0% | $4,008-39.5% | $6,507-62.7% |
| Admin fee / account holder | $2,749 | $8,834-68.9% | $6,956-60.5% | $12,624-78.2% |