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 | $23,490 | $76,000-69.1% | $154,107-84.8% | $64,186-63.4% |
| Participation rate | 93.3% | 70.4%+22.9pp | 83.0%+10.3pp | 69.6%+23.8pp |
| Annual return | -0.12% | 30.32%-30.4pp | 735.12%-735.2pp | 7.63%-7.8pp |
| Employer contribution / active EE | $863 | $3,351-74.2% | $5,298-83.7% | $2,381-63.8% |
| Participant deferral / active EE | $1,382 | $3,175-56.5% | $5,081-72.8% | $3,470-60.2% |
| Admin fee / account holder | $2,227 | $5,596-60.2% | $13,411-83.4% | $4,888-54.4% |