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 | $23,845 | $39,019-38.9% | $80,716-70.5% | $85,850-72.2% |
| Participation rate | 76.7% | 41.5%+35.1pp | 54.2%+22.5pp | 69.3%+7.4pp |
| Annual return | 12.46% | 26.27%-13.8pp | 87.28%-74.8pp | 318.53%-306.1pp |
| Employer contribution / active EE | $1,741 | $722+141.1% | $1,160+50.1% | $2,565-32.1% |
| Participant deferral / active EE | $4,313 | $1,326+225.3% | $2,146+101.0% | $3,952+9.1% |
| Admin fee / account holder | $1,523 | $2,431-37.3% | $3,380-54.9% | $6,260-75.7% |