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 9-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 | $52,291 | $117,841-55.6% | $102,423-48.9% | $145,922-64.2% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.1pp |
| Annual return | 12.45% | 31.65%-19.2pp | 29.32%-16.9pp | 561.29%-548.8pp |
| Employer contribution / active EE | $2,630 | $3,615-27.2% | $3,023-13.0% | $4,660-43.6% |
| Participant deferral / active EE | $6,804 | $5,731+18.7% | $5,053+34.7% | $6,688+1.7% |
| Admin fee / account holder | $1,169 | $13,326-91.2% | $9,451-87.6% | $13,397-91.3% |