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 | $25,957 | $106,584-75.6% | $101,326-74.4% | $142,382-81.8% |
| Participation rate | 90.9% | 82.7%+8.2pp | 81.5%+9.4pp | 80.1%+10.8pp |
| Annual return | 22.85% | 36.93%-14.1pp | 36.82%-14.0pp | 217.08%-194.2pp |
| Employer contribution / active EE | $3,334 | $3,956-15.7% | $3,665-9.0% | $4,299-22.5% |
| Participant deferral / active EE | $5,718 | $8,297-31.1% | $7,994-28.5% | $6,507-12.1% |
| Admin fee / account holder | $502 | $11,446-95.6% | $11,185-95.5% | $12,624-96.0% |