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 9-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 | $31,923 | $114,381-72.1% | $107,525-70.3% | $142,382-77.6% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.1%-3.6pp | 80.1%-8.7pp |
| Annual return | 18.28% | 242.71%-224.4pp | 181.32%-163.0pp | 217.08%-198.8pp |
| Employer contribution / active EE | $1,426 | $4,015-64.5% | $3,754-62.0% | $4,299-66.8% |
| Participant deferral / active EE | $1,917 | $5,564-65.5% | $5,116-62.5% | $6,507-70.5% |
| Admin fee / account holder | $329 | $9,860-96.7% | $8,919-96.3% | $12,624-97.4% |