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 | $49,132 | $114,381-57.0% | $107,525-54.3% | $142,382-65.5% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 13.04% | 242.71%-229.7pp | 181.32%-168.3pp | 217.08%-204.0pp |
| Employer contribution / active EE | $942 | $4,015-76.5% | $3,754-74.9% | $4,299-78.1% |
| Participant deferral / active EE | $3,406 | $5,564-38.8% | $5,116-33.4% | $6,507-47.7% |
| Admin fee / account holder | $1,516 | $9,860-84.6% | $8,919-83.0% | $12,624-88.0% |