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 6-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 | $7,318 | $107,452-93.2% | $91,541-92.0% | $142,382-94.9% |
| Participation rate | 84.2% | 75.1%+9.1pp | 69.8%+14.4pp | 80.1%+4.1pp |
| Annual return | 20.01% | 22.06%-2.1pp | 20.50%-0.5pp | 217.08%-197.1pp |
| Employer contribution / active EE | $761 | $2,994-74.6% | $2,505-69.6% | $4,299-82.3% |
| Participant deferral / active EE | $984 | $4,754-79.3% | $4,008-75.4% | $6,507-84.9% |
| Admin fee / account holder | $384 | $8,834-95.7% | $6,956-94.5% | $12,624-97.0% |