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 | $28,534 | $53,127-46.3% | $86,590-67.0% | $70,131-59.3% |
| Participation rate | 81.3% | 65.3%+15.9pp | 73.5%+7.7pp | 69.5%+11.7pp |
| Annual return | 12.91% | 27.66%-14.8pp | 964.84%-951.9pp | 73.14%-60.2pp |
| Employer contribution / active EE | $1,028 | $2,068-50.3% | $2,839-63.8% | $2,342-56.1% |
| Participant deferral / active EE | $1,518 | $2,696-43.7% | $3,609-57.9% | $3,332-54.4% |
| Admin fee / account holder | $1,442 | $3,585-59.8% | $4,906-70.6% | $4,645-69.0% |