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 | $38,401 | $127,065-69.8% | $113,168-66.1% | $142,382-73.0% |
| Participation rate | 92.3% | 79.2%+13.1pp | 76.6%+15.7pp | 80.1%+12.2pp |
| Annual return | 19.15% | 24.03%-4.9pp | 24.27%-5.1pp | 217.08%-197.9pp |
| Employer contribution / active EE | $2,724 | $3,442-20.9% | $2,975-8.4% | $4,299-36.6% |
| Participant deferral / active EE | $4,905 | $5,716-14.2% | $5,107-3.9% | $6,507-24.6% |
| Admin fee / account holder | $1,464 | $15,736-90.7% | $12,068-87.9% | $12,624-88.4% |