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 | $7,077 | $100,773-93.0% | $88,946-92.0% | $142,382-95.0% |
| Participation rate | 94.4% | 74.3%+20.2pp | 68.8%+25.6pp | 80.1%+14.3pp |
| Annual return | 20.70% | 70.18%-49.5pp | 57.82%-37.1pp | 217.08%-196.4pp |
| Employer contribution / active EE | $904 | $2,918-69.0% | $2,555-64.6% | $4,299-79.0% |
| Participant deferral / active EE | $1,436 | $5,230-72.5% | $4,581-68.7% | $6,507-77.9% |
| Admin fee / account holder | $439 | $9,693-95.5% | $8,261-94.7% | $12,624-96.5% |