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 3-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 | $27,055 | $114,381-76.3% | $107,525-74.8% | $142,382-81.0% |
| Participation rate | 77.8% | 78.1%-0.4pp | 75.1%+2.7pp | 80.1%-2.3pp |
| Annual return | 17.56% | 242.71%-225.1pp | 181.32%-163.8pp | 217.08%-199.5pp |
| Employer contribution / active EE | $1,435 | $4,015-64.2% | $3,754-61.8% | $4,299-66.6% |
| Participant deferral / active EE | $3,308 | $5,564-40.6% | $5,116-35.3% | $6,507-49.2% |
| Admin fee / account holder | $1,724 | $9,860-82.5% | $8,919-80.7% | $12,624-86.3% |