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 | $39,897 | $99,918-60.1% | $81,382-51.0% | $145,922-72.7% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.5%+5.5pp | 80.3%-5.3pp |
| Annual return | 15.59% | 34.32%-18.7pp | 24.73%-9.1pp | 561.29%-545.7pp |
| Employer contribution / active EE | $1,393 | $2,978-53.2% | $2,463-43.4% | $4,660-70.1% |
| Participant deferral / active EE | $9,692 | $4,605+110.5% | $3,883+149.6% | $6,688+44.9% |
| Admin fee / account holder | $21,991 | $8,212+167.8% | $5,768+281.2% | $13,397+64.1% |