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 | $52,840 | $118,680-55.5% | $98,907-46.6% | $158,922-66.8% |
| Participation rate | 78.3% | 77.8%+0.4pp | 76.0%+2.2pp | 82.0%-3.7pp |
| Annual return | 13.10% | 372.35%-359.3pp | 196.43%-183.3pp | 302.83%-289.7pp |
| Employer contribution / active EE | $1,567 | $3,333-53.0% | $2,689-41.7% | $4,761-67.1% |
| Participant deferral / active EE | $2,929 | $5,088-42.4% | $4,244-31.0% | $5,982-51.0% |
| Admin fee / account holder | $2,507 | $10,131-75.2% | $6,642-62.2% | $11,246-77.7% |