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 | $50,475 | $125,758-59.9% | $169,993-70.3% | $75,163-32.8% |
| Participation rate | 73.8% | 83.6%-9.8pp | 87.0%-13.2pp | 67.2%+6.6pp |
| Annual return | 21.43% | 27.20%-5.8pp | 53.37%-31.9pp | 160.62%-139.2pp |
| Employer contribution / active EE | $1,862 | $4,615-59.7% | $6,785-72.6% | $2,670-30.3% |
| Participant deferral / active EE | $9,022 | $6,837+31.9% | $10,408-13.3% | $4,125+118.7% |
| Admin fee / account holder | $1,896 | $8,173-76.8% | $12,815-85.2% | $5,651-66.5% |