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 | $54,552 | $111,754-51.2% | $103,333-47.2% | $145,922-62.6% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 14.63% | 24.77%-10.1pp | 24.88%-10.2pp | 561.29%-546.7pp |
| Employer contribution / active EE | $3,894 | $4,212-7.6% | $3,868+0.7% | $4,660-16.4% |
| Participant deferral / active EE | $8,549 | $5,619+52.2% | $5,057+69.0% | $6,688+27.8% |
| Admin fee / account holder | $4,300 | $9,750-55.9% | $8,355-48.5% | $13,397-67.9% |