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 | $51,511 | $68,547-24.9% | $120,354-57.2% | $80,856-36.3% |
| Participation rate | 86.2% | 61.6%+24.6pp | 71.9%+14.3pp | 67.6%+18.6pp |
| Annual return | 15.44% | 23.60%-8.2pp | 107.15%-91.7pp | 35.59%-20.2pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $3,463-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,569 | $3,173-50.6% | $4,991-68.6% | $4,296-63.5% |
| Admin fee / account holder | $594 | $5,732-89.6% | $9,423-93.7% | $6,918-91.4% |