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 | $26,838 | $83,337-67.8% | $67,834-60.4% | $273,961-90.2% |
| Participation rate | 95.7% | 76.4%+19.2pp | 68.8%+26.9pp | 83.0%+12.6pp |
| Annual return | 3.91% | 259.45%-255.5pp | 138.47%-134.6pp | 41.45%-37.5pp |
| Employer contribution / active EE | $1,014 | $3,287-69.1% | $2,403-57.8% | $4,869-79.2% |
| Participant deferral / active EE | $1,381 | $4,088-66.2% | $3,160-56.3% | $5,287-73.9% |
| Admin fee / account holder | $805 | $6,752-88.1% | $4,622-82.6% | $10,132-92.1% |