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 | $47,231 | $117,841-59.9% | $102,423-53.9% | $145,922-67.6% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.1pp |
| Annual return | 10.30% | 31.65%-21.3pp | 29.32%-19.0pp | 561.29%-551.0pp |
| Employer contribution / active EE | $1,740 | $3,615-51.9% | $3,023-42.5% | $4,660-62.7% |
| Participant deferral / active EE | $10,039 | $5,731+75.2% | $5,053+98.7% | $6,688+50.1% |
| Admin fee / account holder | $6,847 | $13,326-48.6% | $9,451-27.6% | $13,397-48.9% |