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 | $40,880 | $115,770-64.7% | $101,248-59.6% | $158,922-74.3% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 25.83% | 56.14%-30.3pp | 46.47%-20.6pp | 302.83%-277.0pp |
| Employer contribution / active EE | $1,951 | $4,175-53.3% | $3,660-46.7% | $4,761-59.0% |
| Participant deferral / active EE | $7,727 | $4,957+55.9% | $4,370+76.8% | $5,982+29.2% |
| Admin fee / account holder | $1,710 | $7,245-76.4% | $5,945-71.2% | $11,246-84.8% |