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 | $33,512 | $77,503-56.8% | $100,391-66.6% | $80,856-58.6% |
| Participation rate | 70.3% | 76.9%-6.7pp | 81.5%-11.2pp | 67.6%+2.6pp |
| Annual return | 17.00% | 37.20%-20.2pp | 49.20%-32.2pp | 35.59%-18.6pp |
| Employer contribution / active EE | $1,304 | $2,801-53.4% | $3,942-66.9% | $2,755-52.7% |
| Participant deferral / active EE | $5,556 | $6,820-18.5% | $8,082-31.2% | $4,296+29.3% |
| Admin fee / account holder | $3,512 | $5,897-40.4% | $7,899-55.5% | $6,918-49.2% |