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 10-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 | $49,822 | $108,172-53.9% | $77,482-35.7% | $158,922-68.6% |
| Participation rate | 72.7% | 64.4%+8.3pp | 54.2%+18.5pp | 82.0%-9.2pp |
| Annual return | 15.47% | 31.67%-16.2pp | 54.79%-39.3pp | 302.83%-287.4pp |
| Employer contribution / active EE | $835 | $1,325-37.0% | $986-15.3% | $4,761-82.5% |
| Participant deferral / active EE | $4,275 | $2,456+74.1% | $1,861+129.7% | $5,982-28.5% |
| Admin fee / account holder | $674 | $3,708-81.8% | $2,858-76.4% | $11,246-94.0% |