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 7-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 | $27,394 | $176,056-84.4% | $159,436-82.8% | $167,490-83.6% |
| Participation rate | 78.9% | 84.9%-6.0pp | 82.8%-3.9pp | 82.1%-3.2pp |
| Annual return | 12.16% | 331.75%-319.6pp | 263.57%-251.4pp | 478.56%-466.4pp |
| Employer contribution / active EE | $1,777 | $5,297-66.5% | $4,829-63.2% | $4,837-63.3% |
| Participant deferral / active EE | $5,942 | $7,750-23.3% | $7,352-19.2% | $6,341-6.3% |
| Admin fee / account holder | $401 | $12,554-96.8% | $10,799-96.3% | $12,309-96.7% |