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 6-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 | $27,258 | $82,664-67.0% | $125,339-78.3% | $68,494-60.2% |
| Participation rate | 93.2% | 75.0%+18.1pp | 82.4%+10.8pp | 67.9%+25.3pp |
| Annual return | 9.94% | -5.97%+15.9pp | 572.05%-562.1pp | -7.84%+17.8pp |
| Employer contribution / active EE | $803 | $3,381-76.3% | $4,814-83.3% | $2,596-69.1% |
| Participant deferral / active EE | $3,853 | $6,110-36.9% | $7,446-48.3% | $4,027-4.3% |
| Admin fee / account holder | $2,295 | $6,275-63.4% | $10,010-77.1% | $5,403-57.5% |