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 | $58,740 | $68,719-14.5% | $91,541-35.8% | $84,808-30.7% |
| Participation rate | 80.9% | 64.5%+16.3pp | 69.8%+11.1pp | 68.3%+12.5pp |
| Annual return | 15.23% | 19.12%-3.9pp | 20.50%-5.3pp | 40.90%-25.7pp |
| Employer contribution / active EE | $534 | $1,920-72.2% | $2,505-78.7% | $2,631-79.7% |
| Participant deferral / active EE | $2,371 | $3,136-24.4% | $4,008-40.8% | $4,212-43.7% |
| Admin fee / account holder | $330 | $5,786-94.3% | $6,956-95.2% | $7,344-95.5% |