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 | $16,102 | $74,888-78.5% | $71,209-77.4% | $142,382-88.7% |
| Participation rate | 70.6% | 76.2%-5.6pp | 73.8%-3.2pp | 80.1%-9.5pp |
| Annual return | 22.61% | 345.14%-322.5pp | 282.51%-259.9pp | 217.08%-194.5pp |
| Employer contribution / active EE | $1,516 | $2,854-46.9% | $2,721-44.3% | $4,299-64.7% |
| Participant deferral / active EE | $2,730 | $4,454-38.7% | $4,175-34.6% | $6,507-58.0% |
| Admin fee / account holder | $2,610 | $5,568-53.1% | $5,349-51.2% | $12,624-79.3% |