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 | $25,902 | $63,346-59.1% | $92,233-71.9% | $70,131-63.1% |
| Participation rate | 77.5% | 68.7%+8.8pp | 76.5%+1.0pp | 69.5%+8.0pp |
| Annual return | 23.41% | 530.12%-506.7pp | 176.28%-152.9pp | 73.14%-49.7pp |
| Employer contribution / active EE | $2,124 | $2,471-14.0% | $3,679-42.3% | $2,342-9.3% |
| Participant deferral / active EE | $3,646 | $2,854+27.8% | $3,897-6.4% | $3,332+9.4% |
| Admin fee / account holder | $1,801 | $3,840-53.1% | $5,194-65.3% | $4,645-61.2% |