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 | $7,536 | $80,717-90.7% | $154,803-95.1% | $84,808-91.1% |
| Participation rate | 85.0% | 66.8%+18.2pp | 78.1%+6.9pp | 68.3%+16.7pp |
| Annual return | 19.18% | 37.96%-18.8pp | 58.88%-39.7pp | 40.90%-21.7pp |
| Employer contribution / active EE | $1,029 | $2,761-62.7% | $4,305-76.1% | $2,631-60.9% |
| Participant deferral / active EE | $1,525 | $3,303-53.8% | $5,540-72.5% | $4,212-63.8% |
| Admin fee / account holder | $317 | $6,746-95.3% | $14,329-97.8% | $7,344-95.7% |