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 | $58,105 | $74,888-22.4% | $71,209-18.4% | $142,382-59.2% |
| Participation rate | 73.3% | 76.2%-2.9pp | 73.8%-0.4pp | 80.1%-6.8pp |
| Annual return | 15.74% | 345.14%-329.4pp | 282.51%-266.8pp | 217.08%-201.3pp |
| Employer contribution / active EE | $1,340 | $2,854-53.0% | $2,721-50.7% | $4,299-68.8% |
| Participant deferral / active EE | $3,661 | $4,454-17.8% | $4,175-12.3% | $6,507-43.7% |
| Admin fee / account holder | $2,424 | $5,568-56.5% | $5,349-54.7% | $12,624-80.8% |