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 | $47,382 | $65,041-27.2% | $90,951-47.9% | $79,858-40.7% |
| Participation rate | 70.4% | 61.6%+8.8pp | 69.0%+1.4pp | 69.6%+0.7pp |
| Annual return | 16.38% | 30.45%-14.1pp | 134.60%-118.2pp | 31.71%-15.3pp |
| Employer contribution / active EE | $1,809 | $1,247+45.0% | $2,122-14.8% | $2,471-26.8% |
| Participant deferral / active EE | $3,078 | $2,512+22.5% | $3,373-8.7% | $3,740-17.7% |
| Admin fee / account holder | $2,815 | $4,536-37.9% | $5,959-52.8% | $5,306-47.0% |