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 | $53,785 | $162,781-67.0% | $133,956-59.8% | $158,922-66.2% |
| Participation rate | 78.9% | 83.2%-4.3pp | 79.8%-0.9pp | 82.0%-3.0pp |
| Annual return | 18.67% | 41.94%-23.3pp | 45.09%-26.4pp | 302.83%-284.2pp |
| Employer contribution / active EE | $2,191 | $4,975-56.0% | $3,919-44.1% | $4,761-54.0% |
| Participant deferral / active EE | $5,181 | $5,911-12.3% | $5,048+2.7% | $5,982-13.4% |
| Admin fee / account holder | $2,199 | $11,736-81.3% | $8,927-75.4% | $11,246-80.4% |