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 | $59,759 | $78,422-23.8% | $95,952-37.7% | $79,858-25.2% |
| Participation rate | 70.8% | 73.5%-2.7pp | 77.1%-6.3pp | 69.6%+1.2pp |
| Annual return | 15.10% | 19.37%-4.3pp | 91.61%-76.5pp | 31.71%-16.6pp |
| Employer contribution / active EE | $1,060 | $1,945-45.5% | $2,541-58.3% | $2,471-57.1% |
| Participant deferral / active EE | $4,393 | $3,440+27.7% | $4,167+5.4% | $3,740+17.5% |
| Admin fee / account holder | $6,588 | $5,622+17.2% | $6,795-3.1% | $5,306+24.2% |