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 | $21,981 | $65,395-66.4% | $182,532-88.0% | $72,985-69.9% |
| Participation rate | 81.1% | 65.4%+15.6pp | 78.0%+3.1pp | 69.5%+11.6pp |
| Annual return | 26.97% | 27.68%-0.7pp | 148.54%-121.6pp | 81.00%-54.0pp |
| Employer contribution / active EE | $1,631 | $1,911-14.7% | $4,076-60.0% | $2,440-33.2% |
| Participant deferral / active EE | $4,971 | $3,563+39.5% | $5,524-10.0% | $3,607+37.8% |
| Admin fee / account holder | $344 | $4,245-91.9% | $8,592-96.0% | $5,124-93.3% |