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 4-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 | $38,968 | $95,266-59.1% | $82,389-52.7% | $142,382-72.6% |
| Participation rate | 83.3% | 74.5%+8.9pp | 69.5%+13.8pp | 80.1%+3.2pp |
| Annual return | 12.19% | 25.74%-13.6pp | 28.67%-16.5pp | 217.08%-204.9pp |
| Employer contribution / active EE | $4,644 | $2,991+55.3% | $2,517+84.5% | $4,299+8.0% |
| Participant deferral / active EE | $5,729 | $4,809+19.1% | $4,155+37.9% | $6,507-12.0% |
| Admin fee / account holder | $4,153 | $8,563-51.5% | $7,231-42.6% | $12,624-67.1% |