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 | $47,534 | $95,266-50.1% | $82,389-42.3% | $142,382-66.6% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.5%+10.5pp | 80.1%-0.1pp |
| Annual return | 17.27% | 25.74%-8.5pp | 28.67%-11.4pp | 217.08%-199.8pp |
| Employer contribution / active EE | $2,308 | $2,991-22.8% | $2,517-8.3% | $4,299-46.3% |
| Participant deferral / active EE | $11,636 | $4,809+142.0% | $4,155+180.1% | $6,507+78.8% |
| Admin fee / account holder | $525 | $8,563-93.9% | $7,231-92.7% | $12,624-95.8% |