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 | $26,837 | $102,616-73.8% | $81,983-67.3% | $158,922-83.1% |
| Participation rate | 81.8% | 75.5%+6.3pp | 69.2%+12.6pp | 82.0%-0.1pp |
| Annual return | 20.95% | 61.04%-40.1pp | 41.31%-20.4pp | 302.83%-281.9pp |
| Employer contribution / active EE | $0 | $3,240-100.0% | $2,498-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,657 | $4,648-21.3% | $3,722-1.7% | $5,982-38.9% |
| Admin fee / account holder | $6,190 | $8,235-24.8% | $5,664+9.3% | $11,246-45.0% |