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 | $52,842 | $125,758-58.0% | $169,993-68.9% | $75,163-29.7% |
| Participation rate | 73.3% | 83.6%-10.3pp | 87.0%-13.7pp | 67.2%+6.1pp |
| Annual return | 16.73% | 27.20%-10.5pp | 53.37%-36.6pp | 160.62%-143.9pp |
| Employer contribution / active EE | $2,427 | $4,615-47.4% | $6,785-64.2% | $2,670-9.1% |
| Participant deferral / active EE | $5,205 | $6,837-23.9% | $10,408-50.0% | $4,125+26.2% |
| Admin fee / account holder | $7,474 | $8,173-8.6% | $12,815-41.7% | $5,651+32.3% |