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 | $32,314 | $48,795-33.8% | $65,493-50.7% | $84,808-61.9% |
| Participation rate | 84.0% | 67.0%+17.0pp | 73.1%+10.9pp | 68.3%+15.7pp |
| Annual return | 16.24% | 20.20%-4.0pp | 982.45%-966.2pp | 40.90%-24.7pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,223 | $2,928+44.2% | $3,961+6.6% | $4,212+0.3% |
| Admin fee / account holder | $1,136 | $3,877-70.7% | $5,028-77.4% | $7,344-84.5% |