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 | $4,983 | $74,888-93.3% | $71,209-93.0% | $142,382-96.5% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.1%+5.6pp |
| Annual return | 23.09% | 345.14%-322.1pp | 282.51%-259.4pp | 217.08%-194.0pp |
| Employer contribution / active EE | $1,578 | $2,854-44.7% | $2,721-42.0% | $4,299-63.3% |
| Participant deferral / active EE | $1,776 | $4,454-60.1% | $4,175-57.5% | $6,507-72.7% |
| Admin fee / account holder | $993 | $5,568-82.2% | $5,349-81.4% | $12,624-92.1% |