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 5-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 | $31,973 | $58,208-45.1% | $81,812-60.9% | $80,856-60.5% |
| Participation rate | 74.5% | 63.4%+11.1pp | 72.3%+2.2pp | 67.6%+6.9pp |
| Annual return | 11.10% | 41.66%-30.6pp | 773.79%-762.7pp | 35.59%-24.5pp |
| Employer contribution / active EE | $518 | $2,340-77.9% | $2,912-82.2% | $2,755-81.2% |
| Participant deferral / active EE | $1,446 | $3,281-55.9% | $4,319-66.5% | $4,296-66.3% |
| Admin fee / account holder | $1,453 | $4,981-70.8% | $7,386-80.3% | $6,918-79.0% |