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 8-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 | $57,465 | $214,378-73.2% | $200,582-71.4% | $142,382-59.6% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.9%-1.2pp | 80.1%+5.6pp |
| Annual return | 13.77% | 46.41%-32.6pp | 42.33%-28.6pp | 217.08%-203.3pp |
| Employer contribution / active EE | $2,225 | $6,841-67.5% | $6,419-65.3% | $4,299-48.2% |
| Participant deferral / active EE | $6,940 | $9,865-29.6% | $9,331-25.6% | $6,507+6.7% |
| Admin fee / account holder | $9,518 | $17,692-46.2% | $16,305-41.6% | $12,624-24.6% |