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 | $12,099 | $111,754-89.2% | $103,333-88.3% | $145,922-91.7% |
| Participation rate | 85.0% | 77.9%+7.1pp | 74.5%+10.5pp | 80.3%+4.7pp |
| Annual return | 12.80% | 24.77%-12.0pp | 24.88%-12.1pp | 561.29%-548.5pp |
| Employer contribution / active EE | $2,247 | $4,212-46.7% | $3,868-41.9% | $4,660-51.8% |
| Participant deferral / active EE | $3,606 | $5,619-35.8% | $5,057-28.7% | $6,688-46.1% |
| Admin fee / account holder | $1,086 | $9,750-88.9% | $8,355-87.0% | $13,397-91.9% |