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 | $47,227 | $162,781-71.0% | $133,956-64.7% | $158,922-70.3% |
| Participation rate | 90.0% | 83.2%+6.8pp | 79.8%+10.2pp | 82.0%+8.0pp |
| Annual return | 16.52% | 41.94%-25.4pp | 45.09%-28.6pp | 302.83%-286.3pp |
| Employer contribution / active EE | $3,147 | $4,975-36.8% | $3,919-19.7% | $4,761-33.9% |
| Participant deferral / active EE | $5,965 | $5,911+0.9% | $5,048+18.2% | $5,982-0.3% |
| Admin fee / account holder | $4,137 | $11,736-64.7% | $8,927-53.7% | $11,246-63.2% |