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 | $66,376 | $163,101-59.3% | $136,749-51.5% | $142,382-53.4% |
| Participation rate | 72.7% | 78.2%-5.5pp | 72.1%+0.6pp | 80.1%-7.4pp |
| Annual return | 19.11% | 27.54%-8.4pp | 24.33%-5.2pp | 217.08%-198.0pp |
| Employer contribution / active EE | $1,870 | $4,117-54.6% | $3,400-45.0% | $4,299-56.5% |
| Participant deferral / active EE | $4,422 | $5,585-20.8% | $4,692-5.7% | $6,507-32.0% |
| Admin fee / account holder | $8,613 | $14,318-39.8% | $11,386-24.4% | $12,624-31.8% |