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 | $43,103 | $103,376-58.3% | $87,100-50.5% | $152,861-71.8% |
| Participation rate | 71.4% | 79.3%-7.9pp | 76.9%-5.4pp | 82.4%-11.0pp |
| Annual return | 24.22% | 28.10%-3.9pp | 28.19%-4.0pp | 345.32%-321.1pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,521-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,084 | $4,778-56.4% | $4,049-48.5% | $5,850-64.4% |
| Admin fee / account holder | $15,921 | $12,205+30.4% | $7,497+112.4% | $11,596+37.3% |