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 4-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 | $64,575 | $95,266-32.2% | $82,389-21.6% | $142,382-54.6% |
| Participation rate | 81.3% | 74.5%+6.8pp | 69.5%+11.7pp | 80.1%+1.1pp |
| Annual return | 15.18% | 25.74%-10.6pp | 28.67%-13.5pp | 217.08%-201.9pp |
| Employer contribution / active EE | $2,026 | $2,991-32.3% | $2,517-19.5% | $4,299-52.9% |
| Participant deferral / active EE | $5,059 | $4,809+5.2% | $4,155+21.8% | $6,507-22.2% |
| Admin fee / account holder | $590 | $8,563-93.1% | $7,231-91.8% | $12,624-95.3% |