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 | $13,648 | $54,705-75.1% | $71,209-80.8% | $84,808-83.9% |
| Participation rate | 74.2% | 64.1%+10.1pp | 73.8%+0.4pp | 68.3%+5.9pp |
| Annual return | 15.32% | 35.90%-20.6pp | 282.51%-267.2pp | 40.90%-25.6pp |
| Employer contribution / active EE | $798 | $2,158-63.0% | $2,721-70.7% | $2,631-69.7% |
| Participant deferral / active EE | $1,391 | $3,030-54.1% | $4,175-66.7% | $4,212-67.0% |
| Admin fee / account holder | $402 | $4,863-91.7% | $5,349-92.5% | $7,344-94.5% |