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 | $42,503 | $238,490-82.2% | $180,183-76.4% | $142,382-70.1% |
| Participation rate | 75.0% | 82.3%-7.3pp | 77.4%-2.4pp | 80.1%-5.1pp |
| Annual return | 16.23% | 33.56%-17.3pp | 27.86%-11.6pp | 217.08%-200.8pp |
| Employer contribution / active EE | $0 | $6,143-100.0% | $5,039-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $9,570 | $7,996+19.7% | $6,822+40.3% | $6,507+47.1% |
| Admin fee / account holder | $1,218 | $28,866-95.8% | $19,975-93.9% | $12,624-90.3% |