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 | $16,319 | $107,452-84.8% | $91,541-82.2% | $142,382-88.5% |
| Participation rate | 95.5% | 75.1%+20.4pp | 69.8%+25.7pp | 80.1%+15.3pp |
| Annual return | 13.19% | 22.06%-8.9pp | 20.50%-7.3pp | 217.08%-203.9pp |
| Employer contribution / active EE | $1,749 | $2,994-41.6% | $2,505-30.2% | $4,299-59.3% |
| Participant deferral / active EE | $3,885 | $4,754-18.3% | $4,008-3.1% | $6,507-40.3% |
| Admin fee / account holder | $924 | $8,834-89.5% | $6,956-86.7% | $12,624-92.7% |