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 | $26,131 | $84,233-69.0% | $170,442-84.7% | $70,131-62.7% |
| Participation rate | 80.4% | 70.8%+9.6pp | 83.6%-3.2pp | 69.5%+10.9pp |
| Annual return | 14.14% | 23.06%-8.9pp | 205.93%-191.8pp | 73.14%-59.0pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,267 | $3,086-58.9% | $4,939-74.3% | $3,332-62.0% |
| Admin fee / account holder | $3,436 | $5,698-39.7% | $13,880-75.2% | $4,645-26.0% |