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 | $27,848 | $65,561-57.5% | $86,188-67.7% | $75,163-63.0% |
| Participation rate | 71.6% | 60.5%+11.1pp | 69.0%+2.6pp | 67.2%+4.4pp |
| Annual return | 18.98% | 46.05%-27.1pp | 1168.45%-1149.5pp | 160.62%-141.6pp |
| Employer contribution / active EE | $847 | $1,553-45.5% | $2,380-64.4% | $2,670-68.3% |
| Participant deferral / active EE | $2,830 | $3,024-6.4% | $3,985-29.0% | $4,125-31.4% |
| Admin fee / account holder | $1,033 | $5,474-81.1% | $6,852-84.9% | $5,651-81.7% |