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 | $20,994 | $114,381-81.6% | $107,525-80.5% | $142,382-85.3% |
| Participation rate | 82.6% | 78.1%+4.5pp | 75.1%+7.5pp | 80.1%+2.5pp |
| Annual return | 21.02% | 242.71%-221.7pp | 181.32%-160.3pp | 217.08%-196.1pp |
| Employer contribution / active EE | $1,170 | $4,015-70.8% | $3,754-68.8% | $4,299-72.8% |
| Participant deferral / active EE | $3,449 | $5,564-38.0% | $5,116-32.6% | $6,507-47.0% |
| Admin fee / account holder | $667 | $9,860-93.2% | $8,919-92.5% | $12,624-94.7% |