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 | $8,486 | $169,032-95.0% | $129,207-93.4% | $145,922-94.2% |
| Participation rate | 73.7% | 76.4%-2.8pp | 69.6%+4.1pp | 80.3%-6.6pp |
| Annual return | 10.00% | 14330.11%-14320.1pp | 9417.33%-9407.3pp | 561.29%-551.3pp |
| Employer contribution / active EE | $862 | $5,537-84.4% | $4,153-79.2% | $4,660-81.5% |
| Participant deferral / active EE | $3,928 | $4,987-21.2% | $4,168-5.7% | $6,688-41.3% |
| Admin fee / account holder | $446 | $9,954-95.5% | $7,715-94.2% | $13,397-96.7% |