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 | $42,397 | $133,922-68.3% | $116,228-63.5% | $142,382-70.2% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.6%+5.4pp | 80.1%-0.1pp |
| Annual return | 12.32% | 147.76%-135.4pp | 90.06%-77.7pp | 217.08%-204.8pp |
| Employer contribution / active EE | $2,082 | $3,446-39.6% | $2,994-30.5% | $4,299-51.6% |
| Participant deferral / active EE | $3,791 | $5,672-33.2% | $4,953-23.5% | $6,507-41.7% |
| Admin fee / account holder | $6,762 | $14,945-54.8% | $11,989-43.6% | $12,624-46.4% |