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 3-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 | $36,355 | $127,065-71.4% | $113,168-67.9% | $142,382-74.5% |
| Participation rate | 75.0% | 79.2%-4.2pp | 76.6%-1.6pp | 80.1%-5.1pp |
| Annual return | 12.82% | 24.03%-11.2pp | 24.27%-11.4pp | 217.08%-204.3pp |
| Employer contribution / active EE | $1,212 | $3,442-64.8% | $2,975-59.3% | $4,299-71.8% |
| Participant deferral / active EE | $8,715 | $5,716+52.5% | $5,107+70.7% | $6,507+33.9% |
| Admin fee / account holder | $1,177 | $15,736-92.5% | $12,068-90.2% | $12,624-90.7% |