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 | $37,685 | $89,355-57.8% | $141,162-73.3% | $72,985-48.4% |
| Participation rate | 88.4% | 75.1%+13.3pp | 82.5%+5.9pp | 69.5%+18.9pp |
| Annual return | 23.09% | 111.85%-88.8pp | 71.39%-48.3pp | 81.00%-57.9pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,094 | $5,418-24.4% | $6,709-39.0% | $3,607+13.5% |
| Admin fee / account holder | $777 | $5,958-87.0% | $10,261-92.4% | $5,124-84.8% |