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 8-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 | $51,209 | $118,680-56.9% | $98,907-48.2% | $158,922-67.8% |
| Participation rate | 70.8% | 77.8%-7.0pp | 76.0%-5.2pp | 82.0%-11.1pp |
| Annual return | 17.55% | 372.35%-354.8pp | 196.43%-178.9pp | 302.83%-285.3pp |
| Employer contribution / active EE | $1,937 | $3,333-41.9% | $2,689-28.0% | $4,761-59.3% |
| Participant deferral / active EE | $3,949 | $5,088-22.4% | $4,244-7.0% | $5,982-34.0% |
| Admin fee / account holder | $817 | $10,131-91.9% | $6,642-87.7% | $11,246-92.7% |