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 | $52,809 | $99,877-47.1% | $84,966-37.8% | $145,922-63.8% |
| Participation rate | 78.6% | 74.1%+4.5pp | 67.5%+11.1pp | 80.3%-1.7pp |
| Annual return | 11.13% | 83.76%-72.6pp | 66.38%-55.2pp | 561.29%-550.2pp |
| Employer contribution / active EE | $1,412 | $3,231-56.3% | $2,727-48.2% | $4,660-69.7% |
| Participant deferral / active EE | $4,586 | $5,291-13.3% | $4,519+1.5% | $6,688-31.4% |
| Admin fee / account holder | $1,144 | $7,248-84.2% | $6,149-81.4% | $13,397-91.5% |