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 | $11,625 | $114,381-89.8% | $107,525-89.2% | $142,382-91.8% |
| Participation rate | 94.7% | 78.1%+16.6pp | 75.1%+19.7pp | 80.1%+14.6pp |
| Annual return | 13.87% | 242.71%-228.8pp | 181.32%-167.5pp | 217.08%-203.2pp |
| Employer contribution / active EE | $2,472 | $4,015-38.4% | $3,754-34.1% | $4,299-42.5% |
| Participant deferral / active EE | $4,051 | $5,564-27.2% | $5,116-20.8% | $6,507-37.7% |
| Admin fee / account holder | $1,860 | $9,860-81.1% | $8,919-79.1% | $12,624-85.3% |