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 | $30,124 | $102,966-70.7% | $90,281-66.6% | $152,861-80.3% |
| Participation rate | 72.7% | 75.9%-3.1pp | 73.3%-0.5pp | 82.4%-9.7pp |
| Annual return | 18.01% | 95.16%-77.2pp | 78.10%-60.1pp | 345.32%-327.3pp |
| Employer contribution / active EE | $1,139 | $3,139-63.7% | $2,854-60.1% | $4,762-76.1% |
| Participant deferral / active EE | $6,103 | $4,281+42.5% | $3,885+57.1% | $5,850+4.3% |
| Admin fee / account holder | $1,257 | $6,171-79.6% | $5,351-76.5% | $11,596-89.2% |