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 | $6,757 | $109,982-93.9% | $97,226-93.1% | $145,922-95.4% |
| Participation rate | 80.0% | 75.9%+4.1pp | 72.7%+7.3pp | 80.3%-0.3pp |
| Annual return | 10.62% | 242.90%-232.3pp | 75.13%-64.5pp | 561.29%-550.7pp |
| Employer contribution / active EE | $609 | $3,084-80.3% | $2,729-77.7% | $4,660-86.9% |
| Participant deferral / active EE | $2,036 | $4,676-56.5% | $4,264-52.2% | $6,688-69.6% |
| Admin fee / account holder | $464 | $6,221-92.5% | $5,654-91.8% | $13,397-96.5% |