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 | $55,542 | $106,515-47.9% | $96,683-42.6% | $139,434-60.2% |
| Participation rate | 70.6% | 77.8%-7.3pp | 74.3%-3.8pp | 80.3%-9.7pp |
| Annual return | 38.68% | 38.43%+0.3pp | 35.69%+3.0pp | 372.94%-334.3pp |
| Employer contribution / active EE | $1,901 | $4,103-53.7% | $3,737-49.1% | $4,751-60.0% |
| Participant deferral / active EE | $4,299 | $5,454-21.2% | $4,878-11.9% | $6,710-35.9% |
| Admin fee / account holder | $4,154 | $7,877-47.3% | $6,730-38.3% | $11,403-63.6% |