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 | $59,111 | $117,983-49.9% | $101,794-41.9% | $142,382-58.5% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.2%+10.8pp | 80.1%-0.1pp |
| Annual return | 23.41% | 36.92%-13.5pp | 30.53%-7.1pp | 217.08%-193.7pp |
| Employer contribution / active EE | $1,639 | $2,773-40.9% | $2,289-28.4% | $4,299-61.9% |
| Participant deferral / active EE | $4,675 | $4,714-0.8% | $4,084+14.5% | $6,507-28.2% |
| Admin fee / account holder | $418 | $10,433-96.0% | $8,777-95.2% | $12,624-96.7% |