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 6-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 | $64,610 | $111,754-42.2% | $103,333-37.5% | $145,922-55.7% |
| Participation rate | 78.9% | 77.9%+1.0pp | 74.5%+4.4pp | 80.3%-1.3pp |
| Annual return | 17.58% | 24.77%-7.2pp | 24.88%-7.3pp | 561.29%-543.7pp |
| Employer contribution / active EE | $1,785 | $4,212-57.6% | $3,868-53.9% | $4,660-61.7% |
| Participant deferral / active EE | $4,332 | $5,619-22.9% | $5,057-14.3% | $6,688-35.2% |
| Admin fee / account holder | $1,287 | $9,750-86.8% | $8,355-84.6% | $13,397-90.4% |