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 | $29,846 | $183,519-83.7% | $155,509-80.8% | $145,922-79.5% |
| Participation rate | 78.6% | 82.7%-4.1pp | 78.2%+0.4pp | 80.3%-1.7pp |
| Annual return | 9.26% | 61.17%-51.9pp | 64.67%-55.4pp | 561.29%-552.0pp |
| Employer contribution / active EE | $1,334 | $5,313-74.9% | $4,672-71.5% | $4,660-71.4% |
| Participant deferral / active EE | $4,980 | $6,462-22.9% | $5,626-11.5% | $6,688-25.5% |
| Admin fee / account holder | $660 | $19,313-96.6% | $15,912-95.9% | $13,397-95.1% |