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 3-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 | $7,069 | $100,773-93.0% | $88,946-92.1% | $142,382-95.0% |
| Participation rate | 90.5% | 74.3%+16.2pp | 68.8%+21.6pp | 80.1%+10.4pp |
| Annual return | 29.58% | 70.18%-40.6pp | 57.82%-28.2pp | 217.08%-187.5pp |
| Employer contribution / active EE | $1,617 | $2,918-44.6% | $2,555-36.7% | $4,299-62.4% |
| Participant deferral / active EE | $2,296 | $5,230-56.1% | $4,581-49.9% | $6,507-64.7% |
| Admin fee / account holder | $815 | $9,693-91.6% | $8,261-90.1% | $12,624-93.5% |