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 | $51,600 | $118,450-56.4% | $98,439-47.6% | $139,434-63.0% |
| Participation rate | 70.0% | 77.4%-7.4pp | 75.2%-5.2pp | 80.3%-10.3pp |
| Annual return | 13.61% | 18.94%-5.3pp | 21.16%-7.6pp | 372.94%-359.3pp |
| Employer contribution / active EE | $1,337 | $3,609-63.0% | $3,048-56.1% | $4,751-71.9% |
| Participant deferral / active EE | $2,534 | $5,392-53.0% | $4,738-46.5% | $6,710-62.2% |
| Admin fee / account holder | $4,083 | $14,026-70.9% | $8,948-54.4% | $11,403-64.2% |