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 | $30,502 | $91,190-66.6% | $178,490-82.9% | $79,858-61.8% |
| Participation rate | 73.3% | 69.2%+4.1pp | 81.9%-8.6pp | 69.6%+3.7pp |
| Annual return | 24.47% | 24.19%+0.3pp | 151.07%-126.6pp | 31.71%-7.2pp |
| Employer contribution / active EE | $1,417 | $3,256-56.5% | $5,011-71.7% | $2,471-42.6% |
| Participant deferral / active EE | $2,288 | $3,236-29.3% | $5,202-56.0% | $3,740-38.8% |
| Admin fee / account holder | $942 | $6,751-86.0% | $13,984-93.3% | $5,306-82.3% |