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 | $53,398 | $109,881-51.4% | $150,045-64.4% | $84,808-37.0% |
| Participation rate | 72.0% | 76.1%-4.1pp | 82.3%-10.3pp | 68.3%+3.7pp |
| Annual return | 19.48% | 28.25%-8.8pp | 62.55%-43.1pp | 40.90%-21.4pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,349 | $6,636-19.4% | $7,997-33.1% | $4,212+27.0% |
| Admin fee / account holder | $2,617 | $8,568-69.5% | $13,435-80.5% | $7,344-64.4% |