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 5-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 | $52,509 | $100,773-47.9% | $88,946-41.0% | $142,382-63.1% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.8%+6.2pp | 80.1%-5.1pp |
| Annual return | 18.59% | 70.18%-51.6pp | 57.82%-39.2pp | 217.08%-198.5pp |
| Employer contribution / active EE | $5,129 | $2,918+75.8% | $2,555+100.7% | $4,299+19.3% |
| Participant deferral / active EE | $4,059 | $5,230-22.4% | $4,581-11.4% | $6,507-37.6% |
| Admin fee / account holder | $2,711 | $9,693-72.0% | $8,261-67.2% | $12,624-78.5% |