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 | $22,698 | $176,377-87.1% | $134,143-83.1% | $158,922-85.7% |
| Participation rate | 80.0% | 78.7%+1.3pp | 72.2%+7.8pp | 82.0%-2.0pp |
| Annual return | 11.27% | 63.63%-52.4pp | 36.33%-25.1pp | 302.83%-291.6pp |
| Employer contribution / active EE | $1,383 | $5,040-72.6% | $3,704-62.7% | $4,761-71.0% |
| Participant deferral / active EE | $2,489 | $4,091-39.2% | $3,499-28.9% | $5,982-58.4% |
| Admin fee / account holder | $664 | $8,718-92.4% | $6,684-90.1% | $11,246-94.1% |