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 | $40,026 | $93,571-57.2% | $135,903-70.5% | $75,163-46.7% |
| Participation rate | 71.1% | 75.2%-4.1pp | 81.9%-10.8pp | 67.2%+3.9pp |
| Annual return | 19.21% | 30.90%-11.7pp | 68.23%-49.0pp | 160.62%-141.4pp |
| Employer contribution / active EE | $2,649 | $3,537-25.1% | $4,856-45.4% | $2,670-0.8% |
| Participant deferral / active EE | $5,308 | $6,404-17.1% | $7,758-31.6% | $4,125+28.7% |
| Admin fee / account holder | $1,182 | $6,975-83.0% | $10,762-89.0% | $5,651-79.1% |