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 3-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 | $13,665 | $114,381-88.1% | $107,525-87.3% | $142,382-90.4% |
| Participation rate | 76.5% | 78.1%-1.7pp | 75.1%+1.4pp | 80.1%-3.6pp |
| Annual return | 19.33% | 242.71%-223.4pp | 181.32%-162.0pp | 217.08%-197.7pp |
| Employer contribution / active EE | $6,184 | $4,015+54.0% | $3,754+64.8% | $4,299+43.9% |
| Participant deferral / active EE | $3,321 | $5,564-40.3% | $5,116-35.1% | $6,507-49.0% |
| Admin fee / account holder | $3,192 | $9,860-67.6% | $8,919-64.2% | $12,624-74.7% |