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 | $32,533 | $110,261-70.5% | $95,745-66.0% | $139,434-76.7% |
| Participation rate | 70.6% | 75.8%-5.2pp | 72.3%-1.7pp | 80.3%-9.7pp |
| Annual return | 18.21% | 27.11%-8.9pp | 28.35%-10.1pp | 372.94%-354.7pp |
| Employer contribution / active EE | $1,882 | $3,257-42.2% | $2,835-33.6% | $4,751-60.4% |
| Participant deferral / active EE | $4,319 | $4,676-7.6% | $4,245+1.8% | $6,710-35.6% |
| Admin fee / account holder | $406 | $6,613-93.9% | $5,678-92.8% | $11,403-96.4% |