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 | $45,853 | $106,515-57.0% | $96,683-52.6% | $139,434-67.1% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 23.83% | 38.43%-14.6pp | 35.69%-11.9pp | 372.94%-349.1pp |
| Employer contribution / active EE | $1,351 | $4,103-67.1% | $3,737-63.8% | $4,751-71.6% |
| Participant deferral / active EE | $2,936 | $5,454-46.2% | $4,878-39.8% | $6,710-56.3% |
| Admin fee / account holder | $597 | $7,877-92.4% | $6,730-91.1% | $11,403-94.8% |