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 5-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 | $39,030 | $109,881-64.5% | $150,045-74.0% | $84,808-54.0% |
| Participation rate | 75.5% | 76.1%-0.6pp | 82.3%-6.9pp | 68.3%+7.2pp |
| Annual return | 18.81% | 28.25%-9.4pp | 62.55%-43.7pp | 40.90%-22.1pp |
| Employer contribution / active EE | $2,538 | $3,561-28.7% | $4,693-45.9% | $2,631-3.5% |
| Participant deferral / active EE | $4,106 | $6,636-38.1% | $7,997-48.7% | $4,212-2.5% |
| Admin fee / account holder | $482 | $8,568-94.4% | $13,435-96.4% | $7,344-93.4% |