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 | $52,392 | $81,208-35.5% | $98,907-47.0% | $79,858-34.4% |
| Participation rate | 70.0% | 72.5%-2.5pp | 76.0%-6.0pp | 69.6%+0.4pp |
| Annual return | 17.45% | 60.99%-43.5pp | 196.43%-179.0pp | 31.71%-14.3pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,504 | $3,265-23.3% | $4,244-41.0% | $3,740-33.1% |
| Admin fee / account holder | $1,493 | $6,013-75.2% | $6,642-77.5% | $5,306-71.9% |