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 7-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 | $67,684 | $127,065-46.7% | $113,168-40.2% | $142,382-52.5% |
| Participation rate | 75.0% | 79.2%-4.2pp | 76.6%-1.6pp | 80.1%-5.1pp |
| Annual return | 19.62% | 24.03%-4.4pp | 24.27%-4.6pp | 217.08%-197.5pp |
| Employer contribution / active EE | $1,520 | $3,442-55.8% | $2,975-48.9% | $4,299-64.6% |
| Participant deferral / active EE | $5,302 | $5,716-7.3% | $5,107+3.8% | $6,507-18.5% |
| Admin fee / account holder | $435 | $15,736-97.2% | $12,068-96.4% | $12,624-96.6% |