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 7-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 | $42,205 | $106,584-60.4% | $101,326-58.3% | $142,382-70.4% |
| Participation rate | 81.8% | 82.7%-0.9pp | 81.5%+0.3pp | 80.1%+1.7pp |
| Annual return | 19.27% | 36.93%-17.7pp | 36.82%-17.5pp | 217.08%-197.8pp |
| Employer contribution / active EE | $2,684 | $3,956-32.1% | $3,665-26.8% | $4,299-37.6% |
| Participant deferral / active EE | $6,220 | $8,297-25.0% | $7,994-22.2% | $6,507-4.4% |
| Admin fee / account holder | $1,366 | $11,446-88.1% | $11,185-87.8% | $12,624-89.2% |