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 5-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 | $24,269 | $159,602-84.8% | $150,045-83.8% | $142,382-83.0% |
| Participation rate | 78.9% | 84.0%-5.0pp | 82.3%-3.4pp | 80.1%-1.2pp |
| Annual return | 22.39% | 70.24%-47.8pp | 62.55%-40.2pp | 217.08%-194.7pp |
| Employer contribution / active EE | $1,109 | $4,961-77.6% | $4,693-76.4% | $4,299-74.2% |
| Participant deferral / active EE | $2,581 | $8,310-68.9% | $7,997-67.7% | $6,507-60.3% |
| Admin fee / account holder | $788 | $14,846-94.7% | $13,435-94.1% | $12,624-93.8% |