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 | $26,179 | $95,416-72.6% | $185,823-85.9% | $85,850-69.5% |
| Participation rate | 70.1% | 68.8%+1.4pp | 81.7%-11.6pp | 69.3%+0.8pp |
| Annual return | 18.15% | 23.59%-5.4pp | 122.05%-103.9pp | 318.53%-300.4pp |
| Employer contribution / active EE | $936 | $3,314-71.8% | $5,167-81.9% | $2,565-63.5% |
| Participant deferral / active EE | $1,554 | $3,423-54.6% | $5,568-72.1% | $3,952-60.7% |
| Admin fee / account holder | $381 | $7,213-94.7% | $16,237-97.7% | $6,260-93.9% |