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 | $47,058 | $71,050-33.8% | $93,606-49.7% | $80,856-41.8% |
| Participation rate | 78.4% | 60.4%+18.0pp | 68.7%+9.7pp | 67.6%+10.7pp |
| Annual return | 18.11% | 11.26%+6.9pp | 133.20%-115.1pp | 35.59%-17.5pp |
| Employer contribution / active EE | $701 | $1,564-55.1% | $2,420-71.0% | $2,755-74.5% |
| Participant deferral / active EE | $3,577 | $4,034-11.3% | $4,411-18.9% | $4,296-16.7% |
| Admin fee / account holder | $744 | $6,945-89.3% | $8,285-91.0% | $6,918-89.2% |