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 8-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 | $38,525 | $118,427-67.5% | $66,042-41.7% | $142,382-72.9% |
| Participation rate | 83.3% | 68.1%+15.2pp | 67.5%+15.8pp | 80.1%+3.2pp |
| Annual return | 15.14% | 35.57%-20.4pp | 52.11%-37.0pp | 217.08%-201.9pp |
| Employer contribution / active EE | $2,312 | $2,570-10.0% | $1,579+46.4% | $4,299-46.2% |
| Participant deferral / active EE | $4,633 | $4,311+7.5% | $2,835+63.4% | $6,507-28.8% |
| Admin fee / account holder | $4,625 | $9,593-51.8% | $5,747-19.5% | $12,624-63.4% |