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 8-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 | $33,897 | $165,335-79.5% | $149,696-77.4% | $158,922-78.7% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 8.95% | 348.15%-339.2pp | 276.60%-267.7pp | 302.83%-293.9pp |
| Employer contribution / active EE | $2,091 | $5,103-59.0% | $4,644-55.0% | $4,761-56.1% |
| Participant deferral / active EE | $6,470 | $7,181-9.9% | $6,842-5.4% | $5,982+8.2% |
| Admin fee / account holder | $5,999 | $10,807-44.5% | $9,309-35.6% | $11,246-46.7% |