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 | $25,842 | $106,515-75.7% | $96,683-73.3% | $139,434-81.5% |
| Participation rate | 72.2% | 77.8%-5.6pp | 74.3%-2.1pp | 80.3%-8.1pp |
| Annual return | 16.22% | 38.43%-22.2pp | 35.69%-19.5pp | 372.94%-356.7pp |
| Employer contribution / active EE | $2,910 | $4,103-29.1% | $3,737-22.1% | $4,751-38.8% |
| Participant deferral / active EE | $4,420 | $5,454-18.9% | $4,878-9.4% | $6,710-34.1% |
| Admin fee / account holder | $6,033 | $7,877-23.4% | $6,730-10.3% | $11,403-47.1% |