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 | $44,814 | $53,822-16.7% | $75,696-40.8% | $85,850-47.8% |
| Participation rate | 82.5% | 69.1%+13.4pp | 74.8%+7.7pp | 69.3%+13.2pp |
| Annual return | 15.72% | 24.54%-8.8pp | 104.53%-88.8pp | 318.53%-302.8pp |
| Employer contribution / active EE | $2,277 | $2,017+12.9% | $2,743-17.0% | $2,565-11.2% |
| Participant deferral / active EE | $4,585 | $2,895+58.4% | $3,821+20.0% | $3,952+16.0% |
| Admin fee / account holder | $1,329 | $3,343-60.2% | $3,619-63.3% | $6,260-78.8% |