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 | $44,514 | $140,940-68.4% | $112,229-60.3% | $139,434-68.1% |
| Participation rate | 90.0% | 79.2%+10.8pp | 72.4%+17.6pp | 80.3%+9.7pp |
| Annual return | 20.83% | 32.71%-11.9pp | 30.20%-9.4pp | 372.94%-352.1pp |
| Employer contribution / active EE | $1,688 | $4,283-60.6% | $3,430-50.8% | $4,751-64.5% |
| Participant deferral / active EE | $6,401 | $5,874+9.0% | $4,798+33.4% | $6,710-4.6% |
| Admin fee / account holder | $8,894 | $9,954-10.6% | $7,748+14.8% | $11,403-22.0% |