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 | $21,567 | $91,190-76.3% | $178,490-87.9% | $79,858-73.0% |
| Participation rate | 71.4% | 69.2%+2.2pp | 81.9%-10.5pp | 69.6%+1.8pp |
| Annual return | 22.73% | 24.19%-1.5pp | 151.07%-128.3pp | 31.71%-9.0pp |
| Employer contribution / active EE | $1,095 | $3,256-66.4% | $5,011-78.2% | $2,471-55.7% |
| Participant deferral / active EE | $2,792 | $3,236-13.7% | $5,202-46.3% | $3,740-25.3% |
| Admin fee / account holder | $551 | $6,751-91.8% | $13,984-96.1% | $5,306-89.6% |