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 9-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 | $54,164 | $154,117-64.9% | $129,995-58.3% | $139,434-61.2% |
| Participation rate | 78.6% | 82.0%-3.4pp | 78.5%+0.1pp | 80.3%-1.7pp |
| Annual return | 13.79% | 32.48%-18.7pp | -137.18%+151.0pp | 372.94%-359.2pp |
| Employer contribution / active EE | $2,747 | $5,289-48.1% | $4,320-36.4% | $4,751-42.2% |
| Participant deferral / active EE | $6,982 | $6,710+4.0% | $5,820+20.0% | $6,710+4.0% |
| Admin fee / account holder | $507 | $14,007-96.4% | $10,614-95.2% | $11,403-95.6% |