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 | $18,837 | $54,705-65.6% | $71,209-73.5% | $84,808-77.8% |
| Participation rate | 71.0% | 64.1%+6.9pp | 73.8%-2.8pp | 68.3%+2.7pp |
| Annual return | 16.57% | 35.90%-19.3pp | 282.51%-265.9pp | 40.90%-24.3pp |
| Employer contribution / active EE | $899 | $2,158-58.3% | $2,721-67.0% | $2,631-65.8% |
| Participant deferral / active EE | $2,944 | $3,030-2.9% | $4,175-29.5% | $4,212-30.1% |
| Admin fee / account holder | $2,750 | $4,863-43.4% | $5,349-48.6% | $7,344-62.5% |