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 5-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 | $45,369 | $106,584-57.4% | $101,326-55.2% | $142,382-68.1% |
| Participation rate | 77.8% | 82.7%-4.9pp | 81.5%-3.7pp | 80.1%-2.3pp |
| Annual return | 17.68% | 36.93%-19.3pp | 36.82%-19.1pp | 217.08%-199.4pp |
| Employer contribution / active EE | $6,908 | $3,956+74.6% | $3,665+88.5% | $4,299+60.7% |
| Participant deferral / active EE | $16,579 | $8,297+99.8% | $7,994+107.4% | $6,507+154.8% |
| Admin fee / account holder | $12,490 | $11,446+9.1% | $11,185+11.7% | $12,624-1.1% |