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 9-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 | $29,587 | $163,101-81.9% | $136,749-78.4% | $142,382-79.2% |
| Participation rate | 75.0% | 78.2%-3.2pp | 72.1%+2.9pp | 80.1%-5.1pp |
| Annual return | 19.38% | 27.54%-8.2pp | 24.33%-4.9pp | 217.08%-197.7pp |
| Employer contribution / active EE | $1,523 | $4,117-63.0% | $3,400-55.2% | $4,299-64.6% |
| Participant deferral / active EE | $3,172 | $5,585-43.2% | $4,692-32.4% | $6,507-51.3% |
| Admin fee / account holder | $1,045 | $14,318-92.7% | $11,386-90.8% | $12,624-91.7% |