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 3-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 | $10,561 | $114,381-90.8% | $107,525-90.2% | $142,382-92.6% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.1%-3.6pp | 80.1%-8.7pp |
| Annual return | 27.43% | 242.71%-215.3pp | 181.32%-153.9pp | 217.08%-189.6pp |
| Employer contribution / active EE | $1,417 | $4,015-64.7% | $3,754-62.2% | $4,299-67.0% |
| Participant deferral / active EE | $1,687 | $5,564-69.7% | $5,116-67.0% | $6,507-74.1% |
| Admin fee / account holder | $597 | $9,860-93.9% | $8,919-93.3% | $12,624-95.3% |