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 | $44,243 | $127,065-65.2% | $113,168-60.9% | $142,382-68.9% |
| Participation rate | 73.3% | 79.2%-5.9pp | 76.6%-3.2pp | 80.1%-6.8pp |
| Annual return | 16.09% | 24.03%-7.9pp | 24.27%-8.2pp | 217.08%-201.0pp |
| Employer contribution / active EE | $2,014 | $3,442-41.5% | $2,975-32.3% | $4,299-53.2% |
| Participant deferral / active EE | $9,063 | $5,716+58.5% | $5,107+77.5% | $6,507+39.3% |
| Admin fee / account holder | $2,402 | $15,736-84.7% | $12,068-80.1% | $12,624-81.0% |