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 | $22,101 | $91,190-75.8% | $178,490-87.6% | $79,858-72.3% |
| Participation rate | 81.9% | 69.2%+12.7pp | 81.9%0pp | 69.6%+12.3pp |
| Annual return | 17.25% | 24.19%-6.9pp | 151.07%-133.8pp | 31.71%-14.5pp |
| Employer contribution / active EE | $602 | $3,256-81.5% | $5,011-88.0% | $2,471-75.6% |
| Participant deferral / active EE | $1,685 | $3,236-47.9% | $5,202-67.6% | $3,740-54.9% |
| Admin fee / account holder | $604 | $6,751-91.1% | $13,984-95.7% | $5,306-88.6% |