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 6-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 | $53,788 | $125,758-57.2% | $169,993-68.4% | $75,163-28.4% |
| Participation rate | 83.0% | 83.6%-0.6pp | 87.0%-4.0pp | 67.2%+15.8pp |
| Annual return | 44.92% | 27.20%+17.7pp | 53.37%-8.4pp | 160.62%-115.7pp |
| Employer contribution / active EE | $2,504 | $4,615-45.7% | $6,785-63.1% | $2,670-6.2% |
| Participant deferral / active EE | $8,892 | $6,837+30.0% | $10,408-14.6% | $4,125+115.5% |
| Admin fee / account holder | $4,949 | $8,173-39.5% | $12,815-61.4% | $5,651-12.4% |