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 10-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 | $54,301 | $110,257-50.8% | $96,544-43.8% | $139,434-61.1% |
| Participation rate | 70.6% | 78.1%-7.5pp | 76.0%-5.4pp | 80.3%-9.7pp |
| Annual return | 15.97% | 26.32%-10.3pp | 25.84%-9.9pp | 372.94%-357.0pp |
| Employer contribution / active EE | $1,407 | $3,620-61.1% | $2,965-52.6% | $4,751-70.4% |
| Participant deferral / active EE | $3,869 | $5,548-30.3% | $4,851-20.2% | $6,710-42.3% |
| Admin fee / account holder | $4,055 | $11,591-65.0% | $8,252-50.9% | $11,403-64.4% |