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 | $45,342 | $109,881-58.7% | $150,045-69.8% | $84,808-46.5% |
| Participation rate | 77.5% | 76.1%+1.4pp | 82.3%-4.8pp | 68.3%+9.2pp |
| Annual return | 16.93% | 28.25%-11.3pp | 62.55%-45.6pp | 40.90%-24.0pp |
| Employer contribution / active EE | $1,757 | $3,561-50.7% | $4,693-62.6% | $2,631-33.2% |
| Participant deferral / active EE | $5,642 | $6,636-15.0% | $7,997-29.4% | $4,212+34.0% |
| Admin fee / account holder | $2,185 | $8,568-74.5% | $13,435-83.7% | $7,344-70.2% |