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 | $10,741 | $85,022-87.4% | $70,515-84.8% | $139,434-92.3% |
| Participation rate | 76.5% | 73.9%+2.6pp | 68.3%+8.1pp | 80.3%-3.8pp |
| Annual return | 17.31% | 30.38%-13.1pp | 32.77%-15.5pp | 372.94%-355.6pp |
| Employer contribution / active EE | $0 | $3,909-100.0% | $2,973-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $4,237 | $5,890-28.1% | $4,567-7.2% | $6,710-36.9% |
| Admin fee / account holder | $778 | $8,906-91.3% | $6,412-87.9% | $11,403-93.2% |