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 | $30,785 | $117,841-73.9% | $102,423-69.9% | $145,922-78.9% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 14.25% | 31.65%-17.4pp | 29.32%-15.1pp | 561.29%-547.0pp |
| Employer contribution / active EE | $1,622 | $3,615-55.1% | $3,023-46.4% | $4,660-65.2% |
| Participant deferral / active EE | $9,445 | $5,731+64.8% | $5,053+86.9% | $6,688+41.2% |
| Admin fee / account holder | $444 | $13,326-96.7% | $9,451-95.3% | $13,397-96.7% |