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 | $27,402 | $48,795-43.8% | $65,493-58.2% | $84,808-67.7% |
| Participation rate | 70.0% | 67.0%+3.0pp | 73.1%-3.1pp | 68.3%+1.7pp |
| Annual return | 14.28% | 20.20%-5.9pp | 982.45%-968.2pp | 40.90%-26.6pp |
| Employer contribution / active EE | $752 | $1,930-61.1% | $2,574-70.8% | $2,631-71.4% |
| Participant deferral / active EE | $3,067 | $2,928+4.7% | $3,961-22.6% | $4,212-27.2% |
| Admin fee / account holder | $692 | $3,877-82.2% | $5,028-86.2% | $7,344-90.6% |