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 4-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 | $29,424 | $177,572-83.4% | $154,803-81.0% | $142,382-79.3% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 15.07% | 65.07%-50.0pp | 58.88%-43.8pp | 217.08%-202.0pp |
| Employer contribution / active EE | $1,663 | $4,810-65.4% | $4,305-61.4% | $4,299-61.3% |
| Participant deferral / active EE | $5,346 | $6,272-14.8% | $5,540-3.5% | $6,507-17.9% |
| Admin fee / account holder | $9,669 | $16,786-42.4% | $14,329-32.5% | $12,624-23.4% |