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 | $41,007 | $89,753-54.3% | $107,525-61.9% | $84,808-51.6% |
| Participation rate | 75.9% | 68.1%+7.8pp | 75.1%+0.8pp | 68.3%+7.6pp |
| Annual return | 18.74% | 29.48%-10.7pp | 181.32%-162.6pp | 40.90%-22.2pp |
| Employer contribution / active EE | $1,473 | $3,113-52.7% | $3,754-60.8% | $2,631-44.0% |
| Participant deferral / active EE | $4,333 | $4,056+6.8% | $5,116-15.3% | $4,212+2.9% |
| Admin fee / account holder | $2,218 | $7,222-69.3% | $8,919-75.1% | $7,344-69.8% |