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 7-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 | $50,665 | $177,572-71.5% | $154,803-67.3% | $142,382-64.4% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 20.28% | 65.07%-44.8pp | 58.88%-38.6pp | 217.08%-196.8pp |
| Employer contribution / active EE | $3,260 | $4,810-32.2% | $4,305-24.3% | $4,299-24.2% |
| Participant deferral / active EE | $9,292 | $6,272+48.2% | $5,540+67.7% | $6,507+42.8% |
| Admin fee / account holder | $398 | $16,786-97.6% | $14,329-97.2% | $12,624-96.8% |