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 4-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 | $42,408 | $109,881-61.4% | $150,045-71.7% | $84,808-50.0% |
| Participation rate | 72.0% | 76.1%-4.1pp | 82.3%-10.3pp | 68.3%+3.7pp |
| Annual return | 23.05% | 28.25%-5.2pp | 62.55%-39.5pp | 40.90%-17.8pp |
| Employer contribution / active EE | $6,683 | $3,561+87.7% | $4,693+42.4% | $2,631+154.0% |
| Participant deferral / active EE | $8,512 | $6,636+28.3% | $7,997+6.4% | $4,212+102.1% |
| Admin fee / account holder | $729 | $8,568-91.5% | $13,435-94.6% | $7,344-90.1% |