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 | $30,916 | $63,346-51.2% | $92,233-66.5% | $70,131-55.9% |
| Participation rate | 87.5% | 68.7%+18.8pp | 76.5%+11.0pp | 69.5%+18.0pp |
| Annual return | 14.46% | 530.12%-515.7pp | 176.28%-161.8pp | 73.14%-58.7pp |
| Employer contribution / active EE | $1,468 | $2,471-40.6% | $3,679-60.1% | $2,342-37.3% |
| Participant deferral / active EE | $2,610 | $2,854-8.5% | $3,897-33.0% | $3,332-21.7% |
| Admin fee / account holder | $439 | $3,840-88.6% | $5,194-91.5% | $4,645-90.6% |