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 6-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 | $52,115 | $94,625-44.9% | $116,228-55.2% | $84,808-38.5% |
| Participation rate | 97.3% | 70.4%+26.8pp | 74.6%+22.7pp | 68.3%+29.0pp |
| Annual return | 16.03% | 20.40%-4.4pp | 90.06%-74.0pp | 40.90%-24.9pp |
| Employer contribution / active EE | $1,118 | $2,347-52.4% | $2,994-62.7% | $2,631-57.5% |
| Participant deferral / active EE | $4,144 | $3,972+4.3% | $4,953-16.3% | $4,212-1.6% |
| Admin fee / account holder | $5,488 | $10,091-45.6% | $11,989-54.2% | $7,344-25.3% |