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 8-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 | $28,748 | $104,974-72.6% | $95,585-69.9% | $142,382-79.8% |
| Participation rate | 71.4% | 75.0%-3.5pp | 72.1%-0.6pp | 80.1%-8.7pp |
| Annual return | 20.76% | 210.33%-189.6pp | 38.56%-17.8pp | 217.08%-196.3pp |
| Employer contribution / active EE | $1,298 | $2,779-53.3% | $2,527-48.6% | $4,299-69.8% |
| Participant deferral / active EE | $3,753 | $4,352-13.8% | $4,023-6.7% | $6,507-42.3% |
| Admin fee / account holder | $918 | $6,386-85.6% | $6,127-85.0% | $12,624-92.7% |