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 | $45,000 | $185,822-75.8% | $169,993-73.5% | $139,434-67.7% |
| Participation rate | 87.5% | 87.8%-0.3pp | 87.0%+0.5pp | 80.3%+7.2pp |
| Annual return | 23.37% | 60.50%-37.1pp | 53.37%-30.0pp | 372.94%-349.6pp |
| Employer contribution / active EE | $1,794 | $7,590-76.4% | $6,785-73.6% | $4,751-62.2% |
| Participant deferral / active EE | $8,609 | $11,622-25.9% | $10,408-17.3% | $6,710+28.3% |
| Admin fee / account holder | $2,616 | $15,381-83.0% | $12,815-79.6% | $11,403-77.1% |