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 5-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 | $16,232 | $117,983-86.2% | $101,794-84.1% | $142,382-88.6% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.2%+10.8pp | 80.1%-0.1pp |
| Annual return | 24.16% | 36.92%-12.8pp | 30.53%-6.4pp | 217.08%-192.9pp |
| Employer contribution / active EE | $1,431 | $2,773-48.4% | $2,289-37.5% | $4,299-66.7% |
| Participant deferral / active EE | $2,987 | $4,714-36.6% | $4,084-26.9% | $6,507-54.1% |
| Admin fee / account holder | $890 | $10,433-91.5% | $8,777-89.9% | $12,624-92.9% |