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 | $46,985 | $117,841-60.1% | $102,423-54.1% | $145,922-67.8% |
| Participation rate | 85.7% | 78.6%+7.1pp | 76.5%+9.2pp | 80.3%+5.4pp |
| Annual return | 10.84% | 31.65%-20.8pp | 29.32%-18.5pp | 561.29%-550.4pp |
| Employer contribution / active EE | $1,392 | $3,615-61.5% | $3,023-54.0% | $4,660-70.1% |
| Participant deferral / active EE | $2,060 | $5,731-64.1% | $5,053-59.2% | $6,688-69.2% |
| Admin fee / account holder | $3,089 | $13,326-76.8% | $9,451-67.3% | $13,397-76.9% |