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 | $9,733 | $114,381-91.5% | $107,525-90.9% | $142,382-93.2% |
| Participation rate | 82.6% | 78.1%+4.5pp | 75.1%+7.5pp | 80.1%+2.5pp |
| Annual return | 20.61% | 242.71%-222.1pp | 181.32%-160.7pp | 217.08%-196.5pp |
| Employer contribution / active EE | $931 | $4,015-76.8% | $3,754-75.2% | $4,299-78.3% |
| Participant deferral / active EE | $3,013 | $5,564-45.9% | $5,116-41.1% | $6,507-53.7% |
| Admin fee / account holder | $351 | $9,860-96.4% | $8,919-96.1% | $12,624-97.2% |