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 6-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 | $47,776 | $106,515-55.1% | $96,683-50.6% | $139,434-65.7% |
| Participation rate | 93.3% | 77.8%+15.5pp | 74.3%+19.0pp | 80.3%+13.0pp |
| Annual return | 16.28% | 38.43%-22.1pp | 35.69%-19.4pp | 372.94%-356.7pp |
| Employer contribution / active EE | $2,365 | $4,103-42.3% | $3,737-36.7% | $4,751-50.2% |
| Participant deferral / active EE | $3,795 | $5,454-30.4% | $4,878-22.2% | $6,710-43.4% |
| Admin fee / account holder | $1,979 | $7,877-74.9% | $6,730-70.6% | $11,403-82.6% |