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 7-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 | $52,565 | $117,841-55.4% | $102,423-48.7% | $145,922-64.0% |
| Participation rate | 81.0% | 78.6%+2.4pp | 76.5%+4.5pp | 80.3%+0.7pp |
| Annual return | 18.09% | 31.65%-13.6pp | 29.32%-11.2pp | 561.29%-543.2pp |
| Employer contribution / active EE | $4,444 | $3,615+22.9% | $3,023+47.0% | $4,660-4.6% |
| Participant deferral / active EE | $8,078 | $5,731+41.0% | $5,053+59.9% | $6,688+20.8% |
| Admin fee / account holder | $5,312 | $13,326-60.1% | $9,451-43.8% | $13,397-60.4% |