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 | $14,748 | $45,035-67.3% | $62,995-76.6% | $70,131-79.0% |
| Participation rate | 92.8% | 69.5%+23.2pp | 74.8%+17.9pp | 69.5%+23.2pp |
| Annual return | 13.00% | 18.76%-5.8pp | 87.57%-74.6pp | 73.14%-60.1pp |
| Employer contribution / active EE | $481 | $2,051-76.6% | $2,759-82.6% | $2,342-79.5% |
| Participant deferral / active EE | $1,469 | $2,465-40.4% | $3,329-55.9% | $3,332-55.9% |
| Admin fee / account holder | $727 | $2,834-74.4% | $3,600-79.8% | $4,645-84.4% |