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 | $10,653 | $74,888-85.8% | $71,209-85.0% | $142,382-92.5% |
| Participation rate | 72.2% | 76.2%-4.0pp | 73.8%-1.5pp | 80.1%-7.9pp |
| Annual return | 21.89% | 345.14%-323.3pp | 282.51%-260.6pp | 217.08%-195.2pp |
| Employer contribution / active EE | $1,141 | $2,854-60.0% | $2,721-58.1% | $4,299-73.5% |
| Participant deferral / active EE | $1,641 | $4,454-63.2% | $4,175-60.7% | $6,507-74.8% |
| Admin fee / account holder | $797 | $5,568-85.7% | $5,349-85.1% | $12,624-93.7% |