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 | $17,848 | $133,922-86.7% | $116,228-84.6% | $142,382-87.5% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.6%+12.9pp | 80.1%+7.4pp |
| Annual return | 19.72% | 147.76%-128.0pp | 90.06%-70.3pp | 217.08%-197.4pp |
| Employer contribution / active EE | $1,288 | $3,446-62.6% | $2,994-57.0% | $4,299-70.1% |
| Participant deferral / active EE | $2,037 | $5,672-64.1% | $4,953-58.9% | $6,507-68.7% |
| Admin fee / account holder | $389 | $14,945-97.4% | $11,989-96.8% | $12,624-96.9% |