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 4-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 | $45,130 | $114,381-60.5% | $107,525-58.0% | $142,382-68.3% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.1%+8.3pp | 80.1%+3.2pp |
| Annual return | 19.20% | 242.71%-223.5pp | 181.32%-162.1pp | 217.08%-197.9pp |
| Employer contribution / active EE | $2,451 | $4,015-38.9% | $3,754-34.7% | $4,299-43.0% |
| Participant deferral / active EE | $6,261 | $5,564+12.5% | $5,116+22.4% | $6,507-3.8% |
| Admin fee / account holder | $2,245 | $9,860-77.2% | $8,919-74.8% | $12,624-82.2% |