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 6-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 | $35,942 | $106,515-66.3% | $96,683-62.8% | $139,434-74.2% |
| Participation rate | 81.3% | 77.8%+3.4pp | 74.3%+6.9pp | 80.3%+0.9pp |
| Annual return | 23.43% | 38.43%-15.0pp | 35.69%-12.3pp | 372.94%-349.5pp |
| Employer contribution / active EE | $2,518 | $4,103-38.6% | $3,737-32.6% | $4,751-47.0% |
| Participant deferral / active EE | $4,717 | $5,454-13.5% | $4,878-3.3% | $6,710-29.7% |
| Admin fee / account holder | $780 | $7,877-90.1% | $6,730-88.4% | $11,403-93.2% |