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 | $13,958 | $177,572-92.1% | $154,803-91.0% | $142,382-90.2% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 71.27% | 65.07%+6.2pp | 58.88%+12.4pp | 217.08%-145.8pp |
| Employer contribution / active EE | $1,589 | $4,810-67.0% | $4,305-63.1% | $4,299-63.0% |
| Participant deferral / active EE | $7,681 | $6,272+22.5% | $5,540+38.6% | $6,507+18.0% |
| Admin fee / account holder | $1,146 | $16,786-93.2% | $14,329-92.0% | $12,624-90.9% |