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 | $50,455 | $127,065-60.3% | $113,168-55.4% | $142,382-64.6% |
| Participation rate | 91.7% | 79.2%+12.5pp | 76.6%+15.1pp | 80.1%+11.5pp |
| Annual return | 17.17% | 24.03%-6.9pp | 24.27%-7.1pp | 217.08%-199.9pp |
| Employer contribution / active EE | $2,369 | $3,442-31.2% | $2,975-20.4% | $4,299-44.9% |
| Participant deferral / active EE | $3,709 | $5,716-35.1% | $5,107-27.4% | $6,507-43.0% |
| Admin fee / account holder | $3,644 | $15,736-76.8% | $12,068-69.8% | $12,624-71.1% |