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 | $46,721 | $117,841-60.4% | $102,423-54.4% | $145,922-68.0% |
| Participation rate | 81.8% | 78.6%+3.2pp | 76.5%+5.3pp | 80.3%+1.5pp |
| Annual return | 12.55% | 31.65%-19.1pp | 29.32%-16.8pp | 561.29%-548.7pp |
| Employer contribution / active EE | $1,956 | $3,615-45.9% | $3,023-35.3% | $4,660-58.0% |
| Participant deferral / active EE | $5,002 | $5,731-12.7% | $5,053-1.0% | $6,688-25.2% |
| Admin fee / account holder | $864 | $13,326-93.5% | $9,451-90.9% | $13,397-93.5% |