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 | $36,496 | $104,974-65.2% | $95,585-61.8% | $142,382-74.4% |
| Participation rate | 77.8% | 75.0%+2.8pp | 72.1%+5.7pp | 80.1%-2.3pp |
| Annual return | 18.91% | 210.33%-191.4pp | 38.56%-19.6pp | 217.08%-198.2pp |
| Employer contribution / active EE | $1,209 | $2,779-56.5% | $2,527-52.2% | $4,299-71.9% |
| Participant deferral / active EE | $7,912 | $4,352+81.8% | $4,023+96.7% | $6,507+21.6% |
| Admin fee / account holder | $655 | $6,386-89.8% | $6,127-89.3% | $12,624-94.8% |