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 | $65,521 | $99,918-34.4% | $81,382-19.5% | $145,922-55.1% |
| Participation rate | 84.6% | 74.2%+10.4pp | 69.5%+15.1pp | 80.3%+4.3pp |
| Annual return | 8.02% | 34.32%-26.3pp | 24.73%-16.7pp | 561.29%-553.3pp |
| Employer contribution / active EE | $1,560 | $2,978-47.6% | $2,463-36.7% | $4,660-66.5% |
| Participant deferral / active EE | $5,901 | $4,605+28.1% | $3,883+52.0% | $6,688-11.8% |
| Admin fee / account holder | $1,108 | $8,212-86.5% | $5,768-80.8% | $13,397-91.7% |