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 | $17,649 | $61,774-71.4% | $97,226-81.8% | $80,856-78.2% |
| Participation rate | 71.1% | 63.5%+7.5pp | 72.7%-1.6pp | 67.6%+3.4pp |
| Annual return | 17.34% | -557.90%+575.2pp | 75.13%-57.8pp | 35.59%-18.3pp |
| Employer contribution / active EE | $1,640 | $1,837-10.7% | $2,729-39.9% | $2,755-40.5% |
| Participant deferral / active EE | $1,405 | $3,029-53.6% | $4,264-67.1% | $4,296-67.3% |
| Admin fee / account holder | $1,179 | $5,166-77.2% | $5,654-79.1% | $6,918-83.0% |