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 | $39,171 | $177,572-77.9% | $154,803-74.7% | $142,382-72.5% |
| Participation rate | 81.8% | 82.1%-0.2pp | 78.1%+3.7pp | 80.1%+1.7pp |
| Annual return | 18.33% | 65.07%-46.7pp | 58.88%-40.6pp | 217.08%-198.7pp |
| Employer contribution / active EE | $1,845 | $4,810-61.6% | $4,305-57.1% | $4,299-57.1% |
| Participant deferral / active EE | $2,467 | $6,272-60.7% | $5,540-55.5% | $6,507-62.1% |
| Admin fee / account holder | $887 | $16,786-94.7% | $14,329-93.8% | $12,624-93.0% |