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 | $58,388 | $117,841-50.5% | $102,423-43.0% | $145,922-60.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.98% | 31.65%-19.7pp | 29.32%-17.3pp | 561.29%-549.3pp |
| Employer contribution / active EE | $1,760 | $3,615-51.3% | $3,023-41.8% | $4,660-62.2% |
| Participant deferral / active EE | $5,670 | $5,731-1.1% | $5,053+12.2% | $6,688-15.2% |
| Admin fee / account holder | $1,716 | $13,326-87.1% | $9,451-81.8% | $13,397-87.2% |