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 | $26,721 | $165,335-83.8% | $149,696-82.1% | $158,922-83.2% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 28.60% | 348.15%-319.5pp | 276.60%-248.0pp | 302.83%-274.2pp |
| Employer contribution / active EE | $2,758 | $5,103-45.9% | $4,644-40.6% | $4,761-42.1% |
| Participant deferral / active EE | $11,614 | $7,181+61.7% | $6,842+69.7% | $5,982+94.1% |
| Admin fee / account holder | $4,210 | $10,807-61.0% | $9,309-54.8% | $11,246-62.6% |