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 | $18,701 | $81,248-77.0% | $155,509-88.0% | $80,856-76.9% |
| Participation rate | 87.9% | 66.2%+21.7pp | 78.2%+9.7pp | 67.6%+20.3pp |
| Annual return | 13.99% | 33.31%-19.3pp | 64.67%-50.7pp | 35.59%-21.6pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,748 | $3,452-20.4% | $5,626-51.2% | $4,296-36.0% |
| Admin fee / account holder | $2,868 | $7,997-64.1% | $15,912-82.0% | $6,918-58.5% |