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 | $39,267 | $95,803-59.0% | $113,168-65.3% | $84,808-53.7% |
| Participation rate | 71.8% | 72.9%-1.1pp | 76.6%-4.8pp | 68.3%+3.5pp |
| Annual return | 18.46% | 25.00%-6.5pp | 24.27%-5.8pp | 40.90%-22.4pp |
| Employer contribution / active EE | $2,688 | $2,360+13.9% | $2,975-9.7% | $2,631+2.2% |
| Participant deferral / active EE | $4,862 | $4,242+14.6% | $5,107-4.8% | $4,212+15.4% |
| Admin fee / account holder | $754 | $8,989-91.6% | $12,068-93.8% | $7,344-89.7% |