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 | $33,331 | $78,672-57.6% | $109,143-69.5% | $85,850-61.2% |
| Participation rate | 83.7% | 68.3%+15.4pp | 75.9%+7.8pp | 69.3%+14.4pp |
| Annual return | 18.16% | 25.09%-6.9pp | 25.75%-7.6pp | 318.53%-300.4pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $3,722-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $8,003 | $3,467+130.8% | $4,653+72.0% | $3,952+102.5% |
| Admin fee / account holder | $1,726 | $5,469-68.4% | $6,752-74.4% | $6,260-72.4% |