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 4-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 | $48,241 | $77,503-37.8% | $100,391-51.9% | $80,856-40.3% |
| Participation rate | 74.5% | 76.9%-2.4pp | 81.5%-6.9pp | 67.6%+6.9pp |
| Annual return | 21.41% | 37.20%-15.8pp | 49.20%-27.8pp | 35.59%-14.2pp |
| Employer contribution / active EE | $4,347 | $2,801+55.2% | $3,942+10.3% | $2,755+57.8% |
| Participant deferral / active EE | $9,345 | $6,820+37.0% | $8,082+15.6% | $4,296+117.5% |
| Admin fee / account holder | $5,990 | $5,897+1.6% | $7,899-24.2% | $6,918-13.4% |