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 | $21,200 | $177,572-88.1% | $154,803-86.3% | $142,382-85.1% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.1%-0.3pp | 80.1%-2.3pp |
| Annual return | 17.92% | 65.07%-47.2pp | 58.88%-41.0pp | 217.08%-199.2pp |
| Employer contribution / active EE | $1,713 | $4,810-64.4% | $4,305-60.2% | $4,299-60.1% |
| Participant deferral / active EE | $4,616 | $6,272-26.4% | $5,540-16.7% | $6,507-29.1% |
| Admin fee / account holder | $2,245 | $16,786-86.6% | $14,329-84.3% | $12,624-82.2% |