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 | $79,335 | $106,515-25.5% | $96,683-17.9% | $139,434-43.1% |
| Participation rate | 72.7% | 77.8%-5.1pp | 74.3%-1.6pp | 80.3%-7.6pp |
| Annual return | 11.42% | 38.43%-27.0pp | 35.69%-24.3pp | 372.94%-361.5pp |
| Employer contribution / active EE | $1,617 | $4,103-60.6% | $3,737-56.7% | $4,751-66.0% |
| Participant deferral / active EE | $10,019 | $5,454+83.7% | $4,878+105.4% | $6,710+49.3% |
| Admin fee / account holder | $390 | $7,877-95.1% | $6,730-94.2% | $11,403-96.6% |