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 | $9,525 | $118,427-92.0% | $66,042-85.6% | $142,382-93.3% |
| Participation rate | 70.0% | 68.1%+1.9pp | 67.5%+2.5pp | 80.1%-10.1pp |
| Annual return | 17.30% | 35.57%-18.3pp | 52.11%-34.8pp | 217.08%-199.8pp |
| Employer contribution / active EE | $716 | $2,570-72.1% | $1,579-54.7% | $4,299-83.4% |
| Participant deferral / active EE | $1,429 | $4,311-66.8% | $2,835-49.6% | $6,507-78.0% |
| Admin fee / account holder | $1,507 | $9,593-84.3% | $5,747-73.8% | $12,624-88.1% |