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 6-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 | $18,677 | $110,261-83.1% | $95,745-80.5% | $139,434-86.6% |
| Participation rate | 72.7% | 75.8%-3.0pp | 72.3%+0.5pp | 80.3%-7.6pp |
| Annual return | 24.60% | 27.11%-2.5pp | 28.35%-3.7pp | 372.94%-348.3pp |
| Employer contribution / active EE | $879 | $3,257-73.0% | $2,835-69.0% | $4,751-81.5% |
| Participant deferral / active EE | $1,432 | $4,676-69.4% | $4,245-66.3% | $6,710-78.7% |
| Admin fee / account holder | $1,448 | $6,613-78.1% | $5,678-74.5% | $11,403-87.3% |