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 | $49,245 | $228,332-78.4% | $185,823-73.5% | $158,922-69.0% |
| Participation rate | 75.0% | 82.3%-7.3pp | 78.0%-3.0pp | 82.0%-7.0pp |
| Annual return | 15.21% | 40.80%-25.6pp | 35.95%-20.7pp | 302.83%-287.6pp |
| Employer contribution / active EE | $1,455 | $4,967-70.7% | $4,087-64.4% | $4,761-69.4% |
| Participant deferral / active EE | $2,123 | $6,415-66.9% | $5,632-62.3% | $5,982-64.5% |
| Admin fee / account holder | $8,141 | $11,864-31.4% | $9,500-14.3% | $11,246-27.6% |