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 | $11,905 | $117,983-89.9% | $101,794-88.3% | $142,382-91.6% |
| Participation rate | 95.5% | 74.2%+21.2pp | 69.2%+26.3pp | 80.1%+15.3pp |
| Annual return | 17.91% | 36.92%-19.0pp | 30.53%-12.6pp | 217.08%-199.2pp |
| Employer contribution / active EE | $1,440 | $2,773-48.1% | $2,289-37.1% | $4,299-66.5% |
| Participant deferral / active EE | $1,517 | $4,714-67.8% | $4,084-62.9% | $6,507-76.7% |
| Admin fee / account holder | $504 | $10,433-95.2% | $8,777-94.3% | $12,624-96.0% |