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 3-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 | $27,416 | $89,753-69.5% | $107,525-74.5% | $84,808-67.7% |
| Participation rate | 84.3% | 68.1%+16.3pp | 75.1%+9.2pp | 68.3%+16.0pp |
| Annual return | 16.56% | 29.48%-12.9pp | 181.32%-164.8pp | 40.90%-24.3pp |
| Employer contribution / active EE | $1,160 | $3,113-62.7% | $3,754-69.1% | $2,631-55.9% |
| Participant deferral / active EE | $3,117 | $4,056-23.2% | $5,116-39.1% | $4,212-26.0% |
| Admin fee / account holder | $740 | $7,222-89.8% | $8,919-91.7% | $7,344-89.9% |