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 4-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 | $23,686 | $179,726-86.8% | $156,263-84.8% | $142,382-83.4% |
| Participation rate | 70.0% | 82.1%-12.1pp | 78.9%-8.9pp | 80.1%-10.1pp |
| Annual return | 20.31% | 77.86%-57.5pp | 59.47%-39.2pp | 217.08%-196.8pp |
| Employer contribution / active EE | $2,845 | $5,069-43.9% | $4,333-34.3% | $4,299-33.8% |
| Participant deferral / active EE | $4,020 | $6,956-42.2% | $6,158-34.7% | $6,507-38.2% |
| Admin fee / account holder | $2,018 | $17,272-88.3% | $14,255-85.8% | $12,624-84.0% |