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 8-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 | $23,650 | $114,381-79.3% | $107,525-78.0% | $142,382-83.4% |
| Participation rate | 73.9% | 78.1%-4.2pp | 75.1%-1.2pp | 80.1%-6.2pp |
| Annual return | 16.16% | 242.71%-226.5pp | 181.32%-165.2pp | 217.08%-200.9pp |
| Employer contribution / active EE | $0 | $4,015-100.0% | $3,754-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,617 | $5,564-35.0% | $5,116-29.3% | $6,507-44.4% |
| Admin fee / account holder | $349 | $9,860-96.5% | $8,919-96.1% | $12,624-97.2% |