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 7-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 | $21,621 | $64,839-66.7% | $95,585-77.4% | $84,808-74.5% |
| Participation rate | 83.3% | 63.8%+19.5pp | 72.1%+11.3pp | 68.3%+15.0pp |
| Annual return | 18.02% | -670.96%+689.0pp | 38.56%-20.5pp | 40.90%-22.9pp |
| Employer contribution / active EE | $1,618 | $1,759-8.0% | $2,527-36.0% | $2,631-38.5% |
| Participant deferral / active EE | $3,029 | $2,965+2.2% | $4,023-24.7% | $4,212-28.1% |
| Admin fee / account holder | $1,466 | $5,964-75.4% | $6,127-76.1% | $7,344-80.0% |