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 9-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 | $49,509 | $91,552-45.9% | $133,956-63.0% | $79,858-38.0% |
| Participation rate | 71.4% | 73.3%-1.9pp | 79.8%-8.4pp | 69.6%+1.8pp |
| Annual return | 12.22% | 61.85%-49.6pp | 45.09%-32.9pp | 31.71%-19.5pp |
| Employer contribution / active EE | $1,902 | $2,384-20.2% | $3,919-51.5% | $2,471-23.0% |
| Participant deferral / active EE | $4,701 | $3,733+25.9% | $5,048-6.9% | $3,740+25.7% |
| Admin fee / account holder | $6,450 | $6,321+2.0% | $8,927-27.7% | $5,306+21.6% |