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 3-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 | $28,801 | $114,381-74.8% | $107,525-73.2% | $142,382-79.8% |
| Participation rate | 79.2% | 78.1%+1.0pp | 75.1%+4.1pp | 80.1%-1.0pp |
| Annual return | 24.72% | 242.71%-218.0pp | 181.32%-156.6pp | 217.08%-192.4pp |
| Employer contribution / active EE | $2,175 | $4,015-45.8% | $3,754-42.0% | $4,299-49.4% |
| Participant deferral / active EE | $6,790 | $5,564+22.0% | $5,116+32.7% | $6,507+4.4% |
| Admin fee / account holder | $2,480 | $9,860-74.8% | $8,919-72.2% | $12,624-80.4% |