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 | $24,848 | $116,175-78.6% | $93,606-73.5% | $152,861-83.7% |
| Participation rate | 72.7% | 78.0%-5.3pp | 75.8%-3.1pp | 82.4%-9.7pp |
| Annual return | 18.80% | 35.96%-17.2pp | 32.76%-14.0pp | 345.32%-326.5pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $2,718-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,268 | $4,603-50.7% | $4,069-44.3% | $5,850-61.2% |
| Admin fee / account holder | $2,889 | $10,748-73.1% | $7,888-63.4% | $11,596-75.1% |