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 4-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 | $29,043 | $114,381-74.6% | $107,525-73.0% | $142,382-79.6% |
| Participation rate | 77.8% | 78.1%-0.4pp | 75.1%+2.7pp | 80.1%-2.3pp |
| Annual return | 23.70% | 242.71%-219.0pp | 181.32%-157.6pp | 217.08%-193.4pp |
| Employer contribution / active EE | $1,777 | $4,015-55.7% | $3,754-52.6% | $4,299-58.7% |
| Participant deferral / active EE | $3,613 | $5,564-35.1% | $5,116-29.4% | $6,507-44.5% |
| Admin fee / account holder | $3,512 | $9,860-64.4% | $8,919-60.6% | $12,624-72.2% |