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 | $19,648 | $53,822-63.5% | $75,696-74.0% | $85,850-77.1% |
| Participation rate | 94.0% | 69.1%+24.9pp | 74.8%+19.2pp | 69.3%+24.7pp |
| Annual return | 13.92% | 24.54%-10.6pp | 104.53%-90.6pp | 318.53%-304.6pp |
| Employer contribution / active EE | $3,707 | $2,017+83.8% | $2,743+35.2% | $2,565+44.5% |
| Participant deferral / active EE | $2,052 | $2,895-29.1% | $3,821-46.3% | $3,952-48.1% |
| Admin fee / account holder | $368 | $3,343-89.0% | $3,619-89.8% | $6,260-94.1% |