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 6-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 | $27,989 | $114,381-75.5% | $107,525-74.0% | $142,382-80.3% |
| Participation rate | 73.3% | 78.1%-4.8pp | 75.1%-1.7pp | 80.1%-6.8pp |
| Annual return | 14.19% | 242.71%-228.5pp | 181.32%-167.1pp | 217.08%-202.9pp |
| Employer contribution / active EE | $1,154 | $4,015-71.3% | $3,754-69.3% | $4,299-73.2% |
| Participant deferral / active EE | $1,835 | $5,564-67.0% | $5,116-64.1% | $6,507-71.8% |
| Admin fee / account holder | $560 | $9,860-94.3% | $8,919-93.7% | $12,624-95.6% |