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 7-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 | $47,105 | $106,515-55.8% | $96,683-51.3% | $139,434-66.2% |
| Participation rate | 71.4% | 77.8%-6.4pp | 74.3%-2.9pp | 80.3%-8.9pp |
| Annual return | 19.68% | 38.43%-18.7pp | 35.69%-16.0pp | 372.94%-353.3pp |
| Employer contribution / active EE | $6,916 | $4,103+68.6% | $3,737+85.1% | $4,751+45.6% |
| Participant deferral / active EE | $3,290 | $5,454-39.7% | $4,878-32.5% | $6,710-51.0% |
| Admin fee / account holder | $1,428 | $7,877-81.9% | $6,730-78.8% | $11,403-87.5% |