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 | $8,318 | $54,705-84.8% | $71,209-88.3% | $84,808-90.2% |
| Participation rate | 82.4% | 64.1%+18.3pp | 73.8%+8.6pp | 68.3%+14.0pp |
| Annual return | 17.73% | 35.90%-18.2pp | 282.51%-264.8pp | 40.90%-23.2pp |
| Employer contribution / active EE | $1,756 | $2,158-18.6% | $2,721-35.5% | $2,631-33.3% |
| Participant deferral / active EE | $3,671 | $3,030+21.2% | $4,175-12.1% | $4,212-12.8% |
| Admin fee / account holder | $1,086 | $4,863-77.7% | $5,349-79.7% | $7,344-85.2% |