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 | $41,082 | $46,553-11.8% | $64,056-35.9% | $75,163-45.3% |
| Participation rate | 71.7% | 65.9%+5.8pp | 72.3%-0.6pp | 67.2%+4.5pp |
| Annual return | 21.78% | 26.03%-4.2pp | 33.69%-11.9pp | 160.62%-138.8pp |
| Employer contribution / active EE | $1,481 | $1,974-25.0% | $2,747-46.1% | $2,670-44.5% |
| Participant deferral / active EE | $3,130 | $2,837+10.4% | $3,880-19.3% | $4,125-24.1% |
| Admin fee / account holder | $1,008 | $2,952-65.8% | $3,068-67.1% | $5,651-82.2% |