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 | $17,032 | $117,983-85.6% | $101,794-83.3% | $142,382-88.0% |
| Participation rate | 84.2% | 74.2%+10.0pp | 69.2%+15.0pp | 80.1%+4.1pp |
| Annual return | 21.53% | 36.92%-15.4pp | 30.53%-9.0pp | 217.08%-195.5pp |
| Employer contribution / active EE | $0 | $2,773-100.0% | $2,289-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $5,732 | $4,714+21.6% | $4,084+40.4% | $6,507-11.9% |
| Admin fee / account holder | $2,739 | $10,433-73.7% | $8,777-68.8% | $12,624-78.3% |