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 | $42,045 | $106,515-60.5% | $96,683-56.5% | $139,434-69.8% |
| Participation rate | 81.8% | 77.8%+4.0pp | 74.3%+7.5pp | 80.3%+1.5pp |
| Annual return | 14.42% | 38.43%-24.0pp | 35.69%-21.3pp | 372.94%-358.5pp |
| Employer contribution / active EE | $1,075 | $4,103-73.8% | $3,737-71.2% | $4,751-77.4% |
| Participant deferral / active EE | $2,116 | $5,454-61.2% | $4,878-56.6% | $6,710-68.5% |
| Admin fee / account holder | $1,993 | $7,877-74.7% | $6,730-70.4% | $11,403-82.5% |