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 9-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 | $44,581 | $214,378-79.2% | $200,582-77.8% | $142,382-68.7% |
| Participation rate | 76.5% | 87.4%-11.0pp | 86.9%-10.4pp | 80.1%-3.6pp |
| Annual return | 11.84% | 46.41%-34.6pp | 42.33%-30.5pp | 217.08%-205.2pp |
| Employer contribution / active EE | $1,749 | $6,841-74.4% | $6,419-72.7% | $4,299-59.3% |
| Participant deferral / active EE | $5,130 | $9,865-48.0% | $9,331-45.0% | $6,507-21.2% |
| Admin fee / account holder | $2,731 | $17,692-84.6% | $16,305-83.3% | $12,624-78.4% |