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 9-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 | $93,748 | $104,974-10.7% | $95,585-1.9% | $142,382-34.2% |
| Participation rate | 81.8% | 75.0%+6.8pp | 72.1%+9.7pp | 80.1%+1.7pp |
| Annual return | 20.31% | 210.33%-190.0pp | 38.56%-18.3pp | 217.08%-196.8pp |
| Employer contribution / active EE | $975 | $2,779-64.9% | $2,527-61.4% | $4,299-77.3% |
| Participant deferral / active EE | $3,854 | $4,352-11.4% | $4,023-4.2% | $6,507-40.8% |
| Admin fee / account holder | $1,079 | $6,386-83.1% | $6,127-82.4% | $12,624-91.5% |