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 | $26,650 | $91,190-70.8% | $178,490-85.1% | $79,858-66.6% |
| Participation rate | 85.0% | 69.2%+15.8pp | 81.9%+3.1pp | 69.6%+15.4pp |
| Annual return | 16.54% | 24.19%-7.6pp | 151.07%-134.5pp | 31.71%-15.2pp |
| Employer contribution / active EE | $2,180 | $3,256-33.1% | $5,011-56.5% | $2,471-11.8% |
| Participant deferral / active EE | $3,203 | $3,236-1.0% | $5,202-38.4% | $3,740-14.4% |
| Admin fee / account holder | $3,892 | $6,751-42.3% | $13,984-72.2% | $5,306-26.6% |