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 | $43,359 | $214,378-79.8% | $200,582-78.4% | $142,382-69.5% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.9%-1.2pp | 80.1%+5.6pp |
| Annual return | 13.74% | 46.41%-32.7pp | 42.33%-28.6pp | 217.08%-203.3pp |
| Employer contribution / active EE | $2,364 | $6,841-65.4% | $6,419-63.2% | $4,299-45.0% |
| Participant deferral / active EE | $7,354 | $9,865-25.5% | $9,331-21.2% | $6,507+13.0% |
| Admin fee / account holder | $1,625 | $17,692-90.8% | $16,305-90.0% | $12,624-87.1% |