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 | $31,966 | $65,395-51.1% | $182,532-82.5% | $72,985-56.2% |
| Participation rate | 70.2% | 65.4%+4.7pp | 78.0%-7.8pp | 69.5%+0.7pp |
| Annual return | 22.34% | 27.68%-5.3pp | 148.54%-126.2pp | 81.00%-58.7pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,009 | $3,563-15.5% | $5,524-45.5% | $3,607-16.6% |
| Admin fee / account holder | $1,179 | $4,245-72.2% | $8,592-86.3% | $5,124-77.0% |