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 | $48,071 | $111,754-57.0% | $103,333-53.5% | $145,922-67.1% |
| Participation rate | 72.7% | 77.9%-5.2pp | 74.5%-1.8pp | 80.3%-7.5pp |
| Annual return | 11.31% | 24.77%-13.5pp | 24.88%-13.6pp | 561.29%-550.0pp |
| Employer contribution / active EE | $2,467 | $4,212-41.4% | $3,868-36.2% | $4,660-47.1% |
| Participant deferral / active EE | $5,079 | $5,619-9.6% | $5,057+0.4% | $6,688-24.1% |
| Admin fee / account holder | $338 | $9,750-96.5% | $8,355-95.9% | $13,397-97.5% |