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 | $57,940 | $109,359-47.0% | $162,163-64.3% | $72,985-20.6% |
| Participation rate | 76.5% | 84.3%-7.8pp | 87.6%-11.1pp | 69.5%+7.0pp |
| Annual return | 25.59% | 25.46%+0.1pp | 115.59%-90.0pp | 81.00%-55.4pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,614-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,020 | $5,481-44.9% | $7,298-58.6% | $3,607-16.3% |
| Admin fee / account holder | $382 | $7,972-95.2% | $10,843-96.5% | $5,124-92.5% |