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 | $41,455 | $91,552-54.7% | $133,956-69.1% | $79,858-48.1% |
| Participation rate | 81.0% | 73.3%+7.6pp | 79.8%+1.1pp | 69.6%+11.3pp |
| Annual return | 18.99% | 61.85%-42.9pp | 45.09%-26.1pp | 31.71%-12.7pp |
| Employer contribution / active EE | $1,728 | $2,384-27.5% | $3,919-55.9% | $2,471-30.0% |
| Participant deferral / active EE | $7,961 | $3,733+113.2% | $5,048+57.7% | $3,740+112.9% |
| Admin fee / account holder | $5,401 | $6,321-14.6% | $8,927-39.5% | $5,306+1.8% |