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 | $24,835 | $104,664-76.3% | $85,682-71.0% | $167,490-85.2% |
| Participation rate | 71.4% | 76.4%-4.9pp | 69.9%+1.6pp | 82.1%-10.7pp |
| Annual return | 16.43% | 21.45%-5.0pp | 21.49%-5.1pp | 478.56%-462.1pp |
| Employer contribution / active EE | $1,101 | $3,337-67.0% | $2,618-57.9% | $4,837-77.2% |
| Participant deferral / active EE | $1,530 | $4,824-68.3% | $3,923-61.0% | $6,341-75.9% |
| Admin fee / account holder | $363 | $10,032-96.4% | $6,873-94.7% | $12,309-97.1% |