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 5-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 | $12,578 | $61,774-79.6% | $97,226-87.1% | $80,856-84.4% |
| Participation rate | 80.6% | 63.5%+17.1pp | 72.7%+7.9pp | 67.6%+12.9pp |
| Annual return | 21.28% | -557.90%+579.2pp | 75.13%-53.9pp | 35.59%-14.3pp |
| Employer contribution / active EE | $2,106 | $1,837+14.6% | $2,729-22.8% | $2,755-23.6% |
| Participant deferral / active EE | $3,097 | $3,029+2.2% | $4,264-27.4% | $4,296-27.9% |
| Admin fee / account holder | $568 | $5,166-89.0% | $5,654-90.0% | $6,918-91.8% |