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 | $17,521 | $58,208-69.9% | $81,812-78.6% | $80,856-78.3% |
| Participation rate | 78.9% | 63.4%+15.5pp | 72.3%+6.5pp | 67.6%+11.2pp |
| Annual return | 14.34% | 41.66%-27.3pp | 773.79%-759.5pp | 35.59%-21.3pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,418 | $3,281-26.3% | $4,319-44.0% | $4,296-43.7% |
| Admin fee / account holder | $855 | $4,981-82.8% | $7,386-88.4% | $6,918-87.6% |