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 | $52,756 | $93,571-43.6% | $135,903-61.2% | $75,163-29.8% |
| Participation rate | 70.9% | 75.2%-4.3pp | 81.9%-11.0pp | 67.2%+3.7pp |
| Annual return | 22.19% | 30.90%-8.7pp | 68.23%-46.0pp | 160.62%-138.4pp |
| Employer contribution / active EE | $988 | $3,537-72.1% | $4,856-79.6% | $2,670-63.0% |
| Participant deferral / active EE | $7,520 | $6,404+17.4% | $7,758-3.1% | $4,125+82.3% |
| Admin fee / account holder | $733 | $6,975-89.5% | $10,762-93.2% | $5,651-87.0% |