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 | $48,323 | $133,922-63.9% | $116,228-58.4% | $142,382-66.1% |
| Participation rate | 72.2% | 77.9%-5.6pp | 74.6%-2.3pp | 80.1%-7.9pp |
| Annual return | 19.53% | 147.76%-128.2pp | 90.06%-70.5pp | 217.08%-197.5pp |
| Employer contribution / active EE | $1,504 | $3,446-56.4% | $2,994-49.8% | $4,299-65.0% |
| Participant deferral / active EE | $3,415 | $5,672-39.8% | $4,953-31.1% | $6,507-47.5% |
| Admin fee / account holder | $1,488 | $14,945-90.0% | $11,989-87.6% | $12,624-88.2% |