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 | $10,214 | $100,773-89.9% | $88,946-88.5% | $142,382-92.8% |
| Participation rate | 78.9% | 74.3%+4.7pp | 68.8%+10.1pp | 80.1%-1.2pp |
| Annual return | 25.17% | 70.18%-45.0pp | 57.82%-32.6pp | 217.08%-191.9pp |
| Employer contribution / active EE | $920 | $2,918-68.5% | $2,555-64.0% | $4,299-78.6% |
| Participant deferral / active EE | $2,238 | $5,230-57.2% | $4,581-51.1% | $6,507-65.6% |
| Admin fee / account holder | $1,657 | $9,693-82.9% | $8,261-79.9% | $12,624-86.9% |