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 | $47,937 | $89,753-46.6% | $107,525-55.4% | $84,808-43.5% |
| Participation rate | 71.8% | 68.1%+3.8pp | 75.1%-3.2pp | 68.3%+3.5pp |
| Annual return | 18.26% | 29.48%-11.2pp | 181.32%-163.1pp | 40.90%-22.6pp |
| Employer contribution / active EE | $2,753 | $3,113-11.6% | $3,754-26.6% | $2,631+4.7% |
| Participant deferral / active EE | $4,925 | $4,056+21.4% | $5,116-3.7% | $4,212+16.9% |
| Admin fee / account holder | $3,089 | $7,222-57.2% | $8,919-65.4% | $7,344-57.9% |