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 | $25,283 | $54,705-53.8% | $71,209-64.5% | $84,808-70.2% |
| Participation rate | 77.3% | 64.1%+13.2pp | 73.8%+3.5pp | 68.3%+9.0pp |
| Annual return | 18.47% | 35.90%-17.4pp | 282.51%-264.0pp | 40.90%-22.4pp |
| Employer contribution / active EE | $1,001 | $2,158-53.6% | $2,721-63.2% | $2,631-62.0% |
| Participant deferral / active EE | $2,278 | $3,030-24.8% | $4,175-45.4% | $4,212-45.9% |
| Admin fee / account holder | $2,879 | $4,863-40.8% | $5,349-46.2% | $7,344-60.8% |