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 | $41,341 | $109,881-62.4% | $150,045-72.4% | $84,808-51.3% |
| Participation rate | 73.7% | 76.1%-2.4pp | 82.3%-8.6pp | 68.3%+5.4pp |
| Annual return | 20.24% | 28.25%-8.0pp | 62.55%-42.3pp | 40.90%-20.7pp |
| Employer contribution / active EE | $1,030 | $3,561-71.1% | $4,693-78.1% | $2,631-60.9% |
| Participant deferral / active EE | $3,986 | $6,636-39.9% | $7,997-50.2% | $4,212-5.3% |
| Admin fee / account holder | $854 | $8,568-90.0% | $13,435-93.6% | $7,344-88.4% |