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 | $22,346 | $114,381-80.5% | $107,525-79.2% | $142,382-84.3% |
| Participation rate | 70.0% | 78.1%-8.1pp | 75.1%-5.1pp | 80.1%-10.1pp |
| Annual return | 23.53% | 242.71%-219.2pp | 181.32%-157.8pp | 217.08%-193.5pp |
| Employer contribution / active EE | $2,214 | $4,015-44.9% | $3,754-41.0% | $4,299-48.5% |
| Participant deferral / active EE | $4,898 | $5,564-12.0% | $5,116-4.3% | $6,507-24.7% |
| Admin fee / account holder | $1,454 | $9,860-85.3% | $8,919-83.7% | $12,624-88.5% |