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 7-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 | $19,590 | $53,822-63.6% | $75,696-74.1% | $85,850-77.2% |
| Participation rate | 77.8% | 69.1%+8.7pp | 74.8%+2.9pp | 69.3%+8.5pp |
| Annual return | 20.57% | 24.54%-4.0pp | 104.53%-84.0pp | 318.53%-298.0pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,366 | $2,895+16.3% | $3,821-11.9% | $3,952-14.8% |
| Admin fee / account holder | $2,029 | $3,343-39.3% | $3,619-43.9% | $6,260-67.6% |