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 6-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 | $52,370 | $111,754-53.1% | $103,333-49.3% | $145,922-64.1% |
| Participation rate | 87.0% | 77.9%+9.0pp | 74.5%+12.4pp | 80.3%+6.7pp |
| Annual return | 13.88% | 24.77%-10.9pp | 24.88%-11.0pp | 561.29%-547.4pp |
| Employer contribution / active EE | $10,288 | $4,212+144.2% | $3,868+166.0% | $4,660+120.8% |
| Participant deferral / active EE | $3,637 | $5,619-35.3% | $5,057-28.1% | $6,688-45.6% |
| Admin fee / account holder | $1,053 | $9,750-89.2% | $8,355-87.4% | $13,397-92.1% |