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 10-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 | $48,698 | $114,381-57.4% | $107,525-54.7% | $142,382-65.8% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.1%-3.6pp | 80.1%-8.7pp |
| Annual return | 13.31% | 242.71%-229.4pp | 181.32%-168.0pp | 217.08%-203.8pp |
| Employer contribution / active EE | $1,253 | $4,015-68.8% | $3,754-66.6% | $4,299-70.8% |
| Participant deferral / active EE | $8,047 | $5,564+44.6% | $5,116+57.3% | $6,507+23.7% |
| Admin fee / account holder | $1,331 | $9,860-86.5% | $8,919-85.1% | $12,624-89.5% |