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 5-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 | $46,374 | $90,348-48.7% | $75,972-39.0% | $145,922-68.2% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.1%+5.9pp | 80.3%-5.3pp |
| Annual return | 11.58% | 620.88%-609.3pp | 359.55%-348.0pp | 561.29%-549.7pp |
| Employer contribution / active EE | $2,045 | $3,311-38.2% | $2,685-23.8% | $4,660-56.1% |
| Participant deferral / active EE | $5,744 | $5,162+11.3% | $4,255+35.0% | $6,688-14.1% |
| Admin fee / account holder | $3,813 | $8,467-55.0% | $6,467-41.0% | $13,397-71.5% |