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 | $15,211 | $91,190-83.3% | $178,490-91.5% | $79,858-81.0% |
| Participation rate | 88.9% | 69.2%+19.7pp | 81.9%+7.0pp | 69.6%+19.3pp |
| Annual return | 15.14% | 24.19%-9.0pp | 151.07%-135.9pp | 31.71%-16.6pp |
| Employer contribution / active EE | $874 | $3,256-73.2% | $5,011-82.6% | $2,471-64.6% |
| Participant deferral / active EE | $2,069 | $3,236-36.1% | $5,202-60.2% | $3,740-44.7% |
| Admin fee / account holder | $1,224 | $6,751-81.9% | $13,984-91.2% | $5,306-76.9% |