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 | $47,586 | $127,065-62.5% | $113,168-58.0% | $142,382-66.6% |
| Participation rate | 83.3% | 79.2%+4.1pp | 76.6%+6.8pp | 80.1%+3.2pp |
| Annual return | 16.57% | 24.03%-7.5pp | 24.27%-7.7pp | 217.08%-200.5pp |
| Employer contribution / active EE | $4,212 | $3,442+22.4% | $2,975+41.6% | $4,299-2.0% |
| Participant deferral / active EE | $13,287 | $5,716+132.4% | $5,107+160.2% | $6,507+104.2% |
| Admin fee / account holder | $11,507 | $15,736-26.9% | $12,068-4.6% | $12,624-8.8% |