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 | $9,124 | $104,974-91.3% | $95,585-90.5% | $142,382-93.6% |
| Participation rate | 87.0% | 75.0%+12.0pp | 72.1%+14.9pp | 80.1%+6.8pp |
| Annual return | 19.04% | 210.33%-191.3pp | 38.56%-19.5pp | 217.08%-198.0pp |
| Employer contribution / active EE | $1,349 | $2,779-51.5% | $2,527-46.6% | $4,299-68.6% |
| Participant deferral / active EE | $1,798 | $4,352-58.7% | $4,023-55.3% | $6,507-72.4% |
| Admin fee / account holder | $788 | $6,386-87.7% | $6,127-87.1% | $12,624-93.8% |