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 | $47,831 | $73,933-35.3% | $96,683-50.5% | $75,163-36.4% |
| Participation rate | 94.0% | 66.4%+27.6pp | 74.3%+19.7pp | 67.2%+26.8pp |
| Annual return | 16.76% | 26.70%-9.9pp | 35.69%-18.9pp | 160.62%-143.9pp |
| Employer contribution / active EE | $1,240 | $2,928-57.6% | $3,737-66.8% | $2,670-53.5% |
| Participant deferral / active EE | $5,065 | $3,659+38.4% | $4,878+3.8% | $4,125+22.8% |
| Admin fee / account holder | $4,138 | $5,216-20.7% | $6,730-38.5% | $5,651-26.8% |