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 | $43,526 | $89,355-51.3% | $141,162-69.2% | $72,985-40.4% |
| Participation rate | 78.3% | 75.1%+3.2pp | 82.5%-4.1pp | 69.5%+8.8pp |
| Annual return | 19.58% | 111.85%-92.3pp | 71.39%-51.8pp | 81.00%-61.4pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,591 | $5,418-52.2% | $6,709-61.4% | $3,607-28.2% |
| Admin fee / account holder | $5,460 | $5,958-8.4% | $10,261-46.8% | $5,124+6.6% |