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 | $28,963 | $99,079-70.8% | $77,999-62.9% | $273,961-89.4% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.5%+4.5pp | 83.0%-3.0pp |
| Annual return | 4.03% | 217.93%-213.9pp | 425.96%-421.9pp | 41.45%-37.4pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,812 | $4,306-57.9% | $3,497-48.2% | $5,287-65.7% |
| Admin fee / account holder | $7,366 | $8,954-17.7% | $5,480+34.4% | $10,132-27.3% |