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 6-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 | $5,660 | $104,974-94.6% | $95,585-94.1% | $142,382-96.0% |
| Participation rate | 71.4% | 75.0%-3.5pp | 72.1%-0.6pp | 80.1%-8.7pp |
| Annual return | 13.43% | 210.33%-196.9pp | 38.56%-25.1pp | 217.08%-203.6pp |
| Employer contribution / active EE | $745 | $2,779-73.2% | $2,527-70.5% | $4,299-82.7% |
| Participant deferral / active EE | $1,542 | $4,352-64.6% | $4,023-61.7% | $6,507-76.3% |
| Admin fee / account holder | $1,984 | $6,386-68.9% | $6,127-67.6% | $12,624-84.3% |