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 7-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 | $41,136 | $89,355-54.0% | $141,162-70.9% | $72,985-43.6% |
| Participation rate | 91.4% | 75.1%+16.3pp | 82.5%+8.9pp | 69.5%+21.9pp |
| Annual return | 25.80% | 111.85%-86.0pp | 71.39%-45.6pp | 81.00%-55.2pp |
| Employer contribution / active EE | $799 | $3,114-74.3% | $4,735-83.1% | $2,440-67.3% |
| Participant deferral / active EE | $6,633 | $5,418+22.4% | $6,709-1.1% | $3,607+83.9% |
| Admin fee / account holder | $2,050 | $5,958-65.6% | $10,261-80.0% | $5,124-60.0% |