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 | $7,744 | $54,705-85.8% | $71,209-89.1% | $84,808-90.9% |
| Participation rate | 92.9% | 64.1%+28.8pp | 73.8%+19.1pp | 68.3%+24.5pp |
| Annual return | 19.86% | 35.90%-16.0pp | 282.51%-262.7pp | 40.90%-21.0pp |
| Employer contribution / active EE | $827 | $2,158-61.7% | $2,721-69.6% | $2,631-68.6% |
| Participant deferral / active EE | $2,504 | $3,030-17.4% | $4,175-40.0% | $4,212-40.5% |
| Admin fee / account holder | $843 | $4,863-82.7% | $5,349-84.2% | $7,344-88.5% |