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 | $48,623 | $94,625-48.6% | $116,228-58.2% | $84,808-42.7% |
| Participation rate | 77.8% | 70.4%+7.3pp | 74.6%+3.2pp | 68.3%+9.5pp |
| Annual return | 14.71% | 20.40%-5.7pp | 90.06%-75.4pp | 40.90%-26.2pp |
| Employer contribution / active EE | $1,734 | $2,347-26.1% | $2,994-42.1% | $2,631-34.1% |
| Participant deferral / active EE | $2,744 | $3,972-30.9% | $4,953-44.6% | $4,212-34.8% |
| Admin fee / account holder | $2,088 | $10,091-79.3% | $11,989-82.6% | $7,344-71.6% |