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 | $26,706 | $68,719-61.1% | $91,541-70.8% | $84,808-68.5% |
| Participation rate | 90.6% | 64.5%+26.1pp | 69.8%+20.8pp | 68.3%+22.3pp |
| Annual return | 18.68% | 19.12%-0.4pp | 20.50%-1.8pp | 40.90%-22.2pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,505-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,702 | $3,136-13.8% | $4,008-32.6% | $4,212-35.9% |
| Admin fee / account holder | $1,058 | $5,786-81.7% | $6,956-84.8% | $7,344-85.6% |