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 3-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 | $52,222 | $148,534-64.8% | $135,903-61.6% | $139,434-62.5% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 17.22% | 79.19%-62.0pp | 68.23%-51.0pp | 372.94%-355.7pp |
| Employer contribution / active EE | $2,404 | $5,243-54.2% | $4,856-50.5% | $4,751-49.4% |
| Participant deferral / active EE | $3,747 | $8,100-53.7% | $7,758-51.7% | $6,710-44.2% |
| Admin fee / account holder | $2,652 | $12,400-78.6% | $10,762-75.4% | $11,403-76.7% |