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 | $22,123 | $177,572-87.5% | $154,803-85.7% | $142,382-84.5% |
| Participation rate | 78.3% | 82.1%-3.8pp | 78.1%+0.2pp | 80.1%-1.9pp |
| Annual return | 26.12% | 65.07%-39.0pp | 58.88%-32.8pp | 217.08%-191.0pp |
| Employer contribution / active EE | $0 | $4,810-100.0% | $4,305-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $5,526 | $6,272-11.9% | $5,540-0.3% | $6,507-15.1% |
| Admin fee / account holder | $501 | $16,786-97.0% | $14,329-96.5% | $12,624-96.0% |