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 | $26,727 | $64,839-58.8% | $95,585-72.0% | $84,808-68.5% |
| Participation rate | 93.2% | 63.8%+29.3pp | 72.1%+21.1pp | 68.3%+24.8pp |
| Annual return | 19.62% | -670.96%+690.6pp | 38.56%-18.9pp | 40.90%-21.3pp |
| Employer contribution / active EE | $1,362 | $1,759-22.5% | $2,527-46.1% | $2,631-48.2% |
| Participant deferral / active EE | $2,584 | $2,965-12.8% | $4,023-35.8% | $4,212-38.6% |
| Admin fee / account holder | $1,498 | $5,964-74.9% | $6,127-75.6% | $7,344-79.6% |