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 | $71,657 | $127,065-43.6% | $113,168-36.7% | $142,382-49.7% |
| Participation rate | 77.8% | 79.2%-1.4pp | 76.6%+1.2pp | 80.1%-2.3pp |
| Annual return | 10.33% | 24.03%-13.7pp | 24.27%-13.9pp | 217.08%-206.7pp |
| Employer contribution / active EE | $1,561 | $3,442-54.7% | $2,975-47.5% | $4,299-63.7% |
| Participant deferral / active EE | $6,240 | $5,716+9.2% | $5,107+22.2% | $6,507-4.1% |
| Admin fee / account holder | $1,455 | $15,736-90.8% | $12,068-87.9% | $12,624-88.5% |