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 | $47,962 | $127,264-62.3% | $109,895-56.4% | $167,490-71.4% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.2%+5.8pp | 82.1%-2.1pp |
| Annual return | 17.48% | 22.97%-5.5pp | 29.45%-12.0pp | 478.56%-461.1pp |
| Employer contribution / active EE | $2,349 | $3,322-29.3% | $2,842-17.4% | $4,837-51.4% |
| Participant deferral / active EE | $5,285 | $4,514+17.1% | $4,048+30.6% | $6,341-16.7% |
| Admin fee / account holder | $3,986 | $7,114-44.0% | $6,066-34.3% | $12,309-67.6% |