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 | $38,248 | $117,983-67.6% | $101,794-62.4% | $142,382-73.1% |
| Participation rate | 77.8% | 74.2%+3.6pp | 69.2%+8.6pp | 80.1%-2.3pp |
| Annual return | 20.69% | 36.92%-16.2pp | 30.53%-9.8pp | 217.08%-196.4pp |
| Employer contribution / active EE | $2,461 | $2,773-11.2% | $2,289+7.5% | $4,299-42.8% |
| Participant deferral / active EE | $7,685 | $4,714+63.0% | $4,084+88.2% | $6,507+18.1% |
| Admin fee / account holder | $3,063 | $10,433-70.6% | $8,777-65.1% | $12,624-75.7% |