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 | $21,572 | $175,202-87.7% | $149,673-85.6% | $139,434-84.5% |
| Participation rate | 78.6% | 83.4%-4.8pp | 78.8%-0.2pp | 80.3%-1.7pp |
| Annual return | 14.03% | 166.71%-152.7pp | 134.42%-120.4pp | 372.94%-358.9pp |
| Employer contribution / active EE | $1,432 | $5,474-73.8% | $4,818-70.3% | $4,751-69.9% |
| Participant deferral / active EE | $5,204 | $6,519-20.2% | $5,680-8.4% | $6,710-22.4% |
| Admin fee / account holder | $660 | $16,150-95.9% | $13,210-95.0% | $11,403-94.2% |